Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,717
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$43.9M
3
+$35.2M
4
ACN icon
Accenture
ACN
+$31.8M
5
PARA
Paramount Global Class B
PARA
+$31.6M

Top Sells

1
+$54.6M
2
+$45.6M
3
+$31.2M
4
ETP
Energy Transfer Partners L.p.
ETP
+$27.9M
5
VFC icon
VF Corp
VFC
+$27.7M

Sector Composition

1 Healthcare 11.82%
2 Financials 11.22%
3 Technology 11.02%
4 Industrials 9.09%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13.2M 0.05%
113,120
-31,467
377
$13.2M 0.05%
295,614
-6,874
378
$13M 0.05%
381,610
+47,435
379
$13M 0.05%
712,806
-141,737
380
$13M 0.05%
51
-2
381
$13M 0.05%
128,563
+7,040
382
$13M 0.05%
224,372
+31,031
383
$13M 0.05%
136,738
+38,227
384
$13M 0.05%
105,456
-794
385
$12.9M 0.05%
382,483
-22,947
386
$12.9M 0.05%
154,420
+48,778
387
$12.9M 0.05%
1,465,586
-121,614
388
$12.9M 0.05%
710,343
-33,585
389
$12.9M 0.05%
909,860
+56,230
390
$12.9M 0.05%
261,911
+32,485
391
$12.8M 0.05%
115,195
-6,467
392
$12.8M 0.05%
209,861
+31,034
393
$12.8M 0.05%
376,458
+16,011
394
$12.8M 0.05%
209,130
-13,312
395
$12.7M 0.05%
351,566
+45,429
396
$12.7M 0.05%
175,777
+3,809
397
$12.7M 0.05%
261,342
+225,625
398
$12.6M 0.05%
618,022
-168,430
399
$12.5M 0.05%
201,734
-8,519
400
$12.5M 0.05%
136,907
-6,477
14 15
16
17 18