Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
26
$171M 0.63%
1,115,632
-8,973
27
$167M 0.62%
1,285,937
+69,977
28
$166M 0.62%
4,854,788
+1,025,976
29
$165M 0.61%
1,759,890
+122,259
30
$164M 0.61%
2,974,876
+41,912
31
$160M 0.59%
2,880,459
-563,850
32
$159M 0.59%
3,280,940
+458,680
33
$148M 0.55%
1,261,772
+41,406
34
$143M 0.53%
1,157,140
+184,276
35
$135M 0.5%
4,017,691
+95,164
36
$134M 0.5%
3,239,949
+151,428
37
$133M 0.49%
914,745
+5,214
38
$133M 0.49%
879,328
+6,391
39
$129M 0.48%
1,012,551
+4,154
40
$125M 0.46%
3,475,874
-89,890
41
$124M 0.46%
1,620,573
-16,888
42
$124M 0.46%
1,404,070
+199,158
43
$122M 0.45%
828,585
+421,326
44
$121M 0.45%
756,657
+31,388
45
$120M 0.44%
1,499,735
+135,299
46
$117M 0.43%
676,819
+2,857
47
$115M 0.42%
963,023
+133,552
48
$115M 0.42%
2,513,680
+51,540
49
$114M 0.42%
1,074,937
+3,474
50
$109M 0.4%
2,026,375
-11,477
1
2
3 4 5