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
576
$7.63M 0.03%
72,021
+20,329
577
$7.63M 0.03%
73,737
+13,098
578
$7.62M 0.03%
+654,656
579
$7.55M 0.03%
13,235
+2,466
580
$7.51M 0.03%
59,111
+2,232
581
$7.46M 0.03%
274,486
-50,561
582
$7.45M 0.03%
68,377
+1,740
583
$7.44M 0.03%
161,576
+92,114
584
$7.44M 0.03%
65,645
-59,178
585
$7.42M 0.03%
128,428
+7,583
586
$7.39M 0.03%
539,969
+920
587
$7.35M 0.03%
95,406
-50,198
588
$7.34M 0.03%
205,771
+8,625
589
$7.34M 0.03%
136,609
+7,903
590
$7.31M 0.03%
206,955
-19,810
591
$7.29M 0.03%
79,849
+4,461
592
$7.24M 0.03%
150,868
-29,107
593
$7.18M 0.03%
65,842
+370
594
$7.16M 0.03%
68,067
-3,457
595
$7.14M 0.03%
129,983
-940
596
$7.11M 0.03%
55,216
+15,880
597
$7.1M 0.03%
350,667
-110,127
598
$7.09M 0.03%
279,508
+10,803
599
$7.09M 0.03%
356,160
+125,110
600
$7.03M 0.03%
55,781
+9,489
22 23
24
25 26