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
476
$10.1M 0.04%
210,772
-5,900
477
$10.1M 0.04%
157,673
-47,118
478
$10.1M 0.04%
237,864
+20,000
479
$9.98M 0.04%
149,696
-1,263
480
$9.98M 0.04%
171,792
-45,198
481
$9.92M 0.04%
376,650
+290,560
482
$9.9M 0.04%
+440,780
483
$9.89M 0.04%
152,864
+1,877
484
$9.88M 0.04%
73,956
+3,109
485
$9.82M 0.04%
545,850
-70,156
486
$9.77M 0.04%
99,149
-5,389
487
$9.71M 0.04%
370,090
+48,101
488
$9.71M 0.04%
505,052
+75,746
489
$9.7M 0.04%
234,461
-72,993
490
$9.69M 0.04%
179,071
+5,709
491
$9.65M 0.04%
88,428
+3,758
492
$9.63M 0.04%
175,301
-12,401
493
$9.63M 0.04%
232,759
-3,835
494
$9.62M 0.04%
218,186
+15,669
495
$9.61M 0.04%
154,859
+46,398
496
$9.54M 0.04%
376,565
+18,799
497
$9.54M 0.04%
316,608
+14,437
498
$9.51M 0.04%
209,564
+11,314
499
$9.48M 0.04%
271,418
+16,523
500
$9.47M 0.04%
334,524
+6,304
18 19
20
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