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
676
$5.63M 0.02%
352,377
-41,870
677
$5.6M 0.02%
168,003
-80,309
678
$5.57M 0.02%
54,785
+1,965
679
$5.55M 0.02%
81,215
+40,329
680
$5.53M 0.02%
140,163
-13,278
681
$5.47M 0.02%
96,835
+4,036
682
$5.46M 0.02%
279,074
-245,011
683
$5.45M 0.02%
44,859
-5,696
684
$5.45M 0.02%
125,813
+23,142
685
$5.44M 0.02%
166,971
+25,842
686
$5.44M 0.02%
415,651
+17,384
687
$5.42M 0.02%
242,934
-63,852
688
$5.41M 0.02%
317,483
+20,647
689
$5.4M 0.02%
228,496
-8,511
690
$5.38M 0.02%
29,692
-62,691
691
$5.37M 0.02%
211,789
+6,061
692
$5.36M 0.02%
+336,676
693
$5.34M 0.02%
5,441
+606
694
$5.32M 0.02%
74,062
+8,068
695
$5.31M 0.02%
257,341
-23,124
696
$5.25M 0.02%
224,187
+163,933
697
$5.22M 0.02%
38,031
-1,505
698
$5.18M 0.02%
79,700
+18,258
699
$5.18M 0.02%
231,574
-4,957
700
$5.17M 0.02%
56,162
-73,157
26 27
28
29 30