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
501
$9.47M 0.04%
191,536
+15,834
502
$9.44M 0.03%
274,262
+30,594
503
$9.43M 0.03%
+177,464
504
$9.43M 0.03%
218,024
-300,084
505
$9.42M 0.03%
360,123
+7,546
506
$9.42M 0.03%
69,625
+6,414
507
$9.38M 0.03%
466,074
+70,243
508
$9.37M 0.03%
82,002
-14,287
509
$9.32M 0.03%
86,085
+2,328
510
$9.26M 0.03%
117,442
+16,440
511
$9.2M 0.03%
356,810
+51,119
512
$9.19M 0.03%
72,343
+2,774
513
$9.16M 0.03%
108,505
+9,143
514
$9.15M 0.03%
342,681
+47,677
515
$9.12M 0.03%
519,443
+81,579
516
$9.1M 0.03%
176,000
-35,099
517
$9.09M 0.03%
145,055
-129,258
518
$9.02M 0.03%
101,900
+11,877
519
$9M 0.03%
104,043
+20,830
520
$8.98M 0.03%
355,800
+156,882
521
$8.98M 0.03%
170,833
+8,117
522
$8.9M 0.03%
439,675
+72,983
523
$8.87M 0.03%
355,138
+14,569
524
$8.81M 0.03%
1,546,154
+217,672
525
$8.76M 0.03%
+220,746
19 20
21
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