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
551
$8.2M 0.03%
343,244
+39,444
552
$8.2M 0.03%
121,142
-20,063
553
$8.19M 0.03%
103,642
-16,509
554
$8.14M 0.03%
132,036
-40,566
555
$8.12M 0.03%
43,638
+4,324
556
$8.1M 0.03%
171,966
+26,605
557
$8.08M 0.03%
163,694
+22,990
558
$8.02M 0.03%
61,572
+2,027
559
$7.95M 0.03%
251,933
+21,156
560
$7.93M 0.03%
132,060
+86,288
561
$7.93M 0.03%
90,439
+4,631
562
$7.92M 0.03%
372,793
-2,855
563
$7.86M 0.03%
669,737
-109,326
564
$7.84M 0.03%
142,020
+18,061
565
$7.84M 0.03%
75,204
+7,569
566
$7.82M 0.03%
+117,622
567
$7.79M 0.03%
116,641
+80,213
568
$7.78M 0.03%
35,055
+2,733
569
$7.78M 0.03%
157,234
-1,734
570
$7.73M 0.03%
+84,549
571
$7.73M 0.03%
58,396
+2,139
572
$7.71M 0.03%
52,743
-7,509
573
$7.69M 0.03%
299,013
-24,484
574
$7.67M 0.03%
115,193
-11,981
575
$7.64M 0.03%
163,873
-325
21 22
23
24 25