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
401
$12.5M 0.05%
143,313
-6,895
402
$12.5M 0.05%
320,453
+43,606
403
$12.5M 0.05%
217,047
-13,568
404
$12.5M 0.05%
1,119,108
-54,805
405
$12.4M 0.05%
153,103
+29,440
406
$12.4M 0.05%
199,217
+6,326
407
$12.4M 0.05%
247,405
+24,521
408
$12.3M 0.05%
264,296
+44,105
409
$12.2M 0.05%
418,497
-100,749
410
$12.1M 0.04%
76,616
-972
411
$12.1M 0.04%
439,375
+61,541
412
$12.1M 0.04%
114,701
+14,033
413
$12.1M 0.04%
269,052
+216,485
414
$12.1M 0.04%
100,976
+52,835
415
$12M 0.04%
1,109,015
+838,440
416
$12M 0.04%
234,064
+34,365
417
$11.9M 0.04%
721,298
+113,022
418
$11.9M 0.04%
145,693
+19,686
419
$11.8M 0.04%
198,520
+6,195
420
$11.7M 0.04%
202,328
-606
421
$11.7M 0.04%
129,313
+20,001
422
$11.7M 0.04%
419,903
+61,423
423
$11.7M 0.04%
229,195
+11,599
424
$11.6M 0.04%
149,087
+60
425
$11.5M 0.04%
113,517
+15,157
15 16
17
18 19