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
651
$6.06M 0.02%
328,220
-8,926
652
$6.04M 0.02%
105,341
-11,162
653
$5.98M 0.02%
632,665
-40,076
654
$5.97M 0.02%
108,702
+957
655
$5.96M 0.02%
92,076
-4,984
656
$5.96M 0.02%
191,975
-47,922
657
$5.96M 0.02%
106,897
-5,439
658
$5.95M 0.02%
81,858
+1,467
659
$5.93M 0.02%
20,651
+3,800
660
$5.92M 0.02%
91,438
+10,418
661
$5.92M 0.02%
179,134
+48,136
662
$5.91M 0.02%
56,954
-1,080
663
$5.83M 0.02%
188,683
-99,775
664
$5.8M 0.02%
52,076
+1,547
665
$5.79M 0.02%
9,834
-870
666
$5.77M 0.02%
668,495
-49,708
667
$5.75M 0.02%
337,681
+28,419
668
$5.74M 0.02%
92,851
+4,449
669
$5.74M 0.02%
32,598
+4,347
670
$5.73M 0.02%
777,096
-16,530
671
$5.73M 0.02%
44,959
+10,015
672
$5.69M 0.02%
185,573
+21,966
673
$5.67M 0.02%
27,282
+12,995
674
$5.66M 0.02%
145,428
675
$5.63M 0.02%
105,061
+13,273
25 26
27
28 29