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
451
$10.5M 0.04%
306,749
+166,346
452
$10.5M 0.04%
213,395
+7,126
453
$10.5M 0.04%
270,198
+35,287
454
$10.5M 0.04%
69,672
-5,721
455
$10.5M 0.04%
292,891
-30,682
456
$10.5M 0.04%
403,914
+57,820
457
$10.4M 0.04%
195,446
+1,110
458
$10.4M 0.04%
+415,200
459
$10.4M 0.04%
719,738
-436,153
460
$10.4M 0.04%
605,520
-125,720
461
$10.4M 0.04%
61,395
+1,224
462
$10.3M 0.04%
189,334
-35,041
463
$10.3M 0.04%
146,683
+92,509
464
$10.3M 0.04%
180,572
+4,770
465
$10.3M 0.04%
217,987
-8,408
466
$10.3M 0.04%
480,789
+72,289
467
$10.3M 0.04%
197,619
-78,592
468
$10.3M 0.04%
61,581
+11,824
469
$10.3M 0.04%
107,604
+5,985
470
$10.3M 0.04%
+636,863
471
$10.3M 0.04%
61,944
-1,747
472
$10.3M 0.04%
203,265
+106,471
473
$10.2M 0.04%
127,299
+16,447
474
$10.2M 0.04%
552,276
-32,776
475
$10.2M 0.04%
439,023
+17,518
17 18
19
20 21