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
601
$6.98M 0.03%
77,136
-18,196
602
$6.96M 0.03%
140,172
-149,109
603
$6.95M 0.03%
257,252
+26,227
604
$6.92M 0.03%
287,835
+76,710
605
$6.88M 0.03%
384,283
+53,039
606
$6.88M 0.03%
+75,243
607
$6.87M 0.03%
262,153
+5,722
608
$6.84M 0.03%
572,499
+59,154
609
$6.84M 0.03%
82,274
-44,382
610
$6.84M 0.03%
128,927
+13,856
611
$6.82M 0.03%
148,783
+11,081
612
$6.81M 0.03%
31,937
-2,626
613
$6.8M 0.03%
286,361
+81,490
614
$6.78M 0.03%
101,154
+2,126
615
$6.76M 0.03%
106,257
+2,350
616
$6.76M 0.03%
126,263
+11,609
617
$6.67M 0.02%
103,086
+9,302
618
$6.66M 0.02%
203,357
+28,079
619
$6.66M 0.02%
1,416,976
-5,693
620
$6.65M 0.02%
136,615
+9,127
621
$6.63M 0.02%
5,056
+438
622
$6.62M 0.02%
330,816
+82,524
623
$6.59M 0.02%
19,606
-927
624
$6.58M 0.02%
295,144
+13,127
625
$6.55M 0.02%
86,042
+26,912
23 24
25
26 27