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
526
$8.75M 0.03%
186,774
+13,777
527
$8.75M 0.03%
187,093
+6,360
528
$8.71M 0.03%
108,174
+3,179
529
$8.66M 0.03%
287,013
-9,848
530
$8.64M 0.03%
149,621
+42,669
531
$8.63M 0.03%
169,570
+50,018
532
$8.61M 0.03%
90,350
+71,246
533
$8.6M 0.03%
112,428
+1,463
534
$8.58M 0.03%
127,041
+23,971
535
$8.58M 0.03%
861,410
+10,421
536
$8.57M 0.03%
344,552
+34,566
537
$8.56M 0.03%
60,277
+544
538
$8.55M 0.03%
201,870
+19,790
539
$8.45M 0.03%
194,001
-56,879
540
$8.42M 0.03%
191,091
-2,783
541
$8.4M 0.03%
115,293
+12,790
542
$8.31M 0.03%
68,328
-1,248
543
$8.31M 0.03%
255,451
+13,333
544
$8.3M 0.03%
104,016
+2,898
545
$8.26M 0.03%
81,623
+2,128
546
$8.26M 0.03%
158,295
+35,577
547
$8.25M 0.03%
291,576
-102,253
548
$8.23M 0.03%
105,585
+826
549
$8.21M 0.03%
257,023
-6,099
550
$8.2M 0.03%
52,866
+6,262
20 21
22
23 24