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
426
$11.4M 0.04%
172,047
-130,190
427
$11.3M 0.04%
410,525
+55,982
428
$11.3M 0.04%
649,551
+557,785
429
$11.3M 0.04%
109,492
+685
430
$11.3M 0.04%
435,106
+53,570
431
$11.2M 0.04%
242,698
-78,043
432
$11.2M 0.04%
230,850
+10,036
433
$11.2M 0.04%
57,774
+4,889
434
$11.1M 0.04%
68,250
+54,619
435
$11.1M 0.04%
346,629
+236,839
436
$11.1M 0.04%
172,893
-160,652
437
$11M 0.04%
256,499
+37,910
438
$11M 0.04%
159,219
+21,612
439
$11M 0.04%
233,871
-3,006
440
$10.9M 0.04%
104,339
+3,221
441
$10.9M 0.04%
291,498
+35,102
442
$10.8M 0.04%
78,961
+7,111
443
$10.8M 0.04%
41,041
+32,454
444
$10.8M 0.04%
+321,385
445
$10.7M 0.04%
366,968
+123,925
446
$10.7M 0.04%
85,574
-17,169
447
$10.7M 0.04%
429,616
-37,704
448
$10.7M 0.04%
149,427
-61,607
449
$10.6M 0.04%
355,482
+25,755
450
$10.6M 0.04%
528,177
-6,658
16 17
18
19 20