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
626
$6.55M 0.02%
89,111
+15,560
627
$6.53M 0.02%
5,161
+60
628
$6.52M 0.02%
317,469
+13,905
629
$6.52M 0.02%
260,009
+47,655
630
$6.5M 0.02%
489,896
+168,900
631
$6.47M 0.02%
151,543
-2,242
632
$6.45M 0.02%
148,120
+48,526
633
$6.42M 0.02%
143,998
-4,295
634
$6.38M 0.02%
199,682
+27,562
635
$6.38M 0.02%
122,271
-52,535
636
$6.35M 0.02%
150,715
-7,265
637
$6.32M 0.02%
134,799
+3,627
638
$6.31M 0.02%
+131,775
639
$6.31M 0.02%
121,906
+36,243
640
$6.31M 0.02%
202,486
-1,474
641
$6.3M 0.02%
111,432
-7,762
642
$6.3M 0.02%
90,652
+4,324
643
$6.28M 0.02%
110,129
-1,526
644
$6.25M 0.02%
68,279
+1,420
645
$6.23M 0.02%
162,200
-38,290
646
$6.2M 0.02%
67,956
-68,622
647
$6.18M 0.02%
+232,003
648
$6.18M 0.02%
233,621
+131,960
649
$6.15M 0.02%
33,552
-795
650
$6.11M 0.02%
99,548
-5,451
24 25
26
27 28