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
701
$5.17M 0.02%
55,553
-55,725
702
$5.16M 0.02%
85,234
-1,500
703
$5.13M 0.02%
644,944
+28,400
704
$5.12M 0.02%
106,592
-14,311
705
$5.11M 0.02%
305,909
-208
706
$5.05M 0.02%
5,127
+10
707
$5.04M 0.02%
362,784
-3,097
708
$5.02M 0.02%
336,550
+20,740
709
$5.01M 0.02%
104,728
+9,253
710
$4.99M 0.02%
230,057
-87,403
711
$4.96M 0.02%
103,995
-2,346
712
$4.96M 0.02%
213,523
-116
713
$4.96M 0.02%
26,276
+1,868
714
$4.95M 0.02%
178,397
-5,120
715
$4.94M 0.02%
100,432
-4,435
716
$4.94M 0.02%
645,805
-244,575
717
$4.93M 0.02%
46,547
+9,017
718
$4.93M 0.02%
52,991
+365
719
$4.9M 0.02%
86,500
+4,333
720
$4.89M 0.02%
71,489
-202
721
$4.87M 0.02%
31,258
+597
722
$4.85M 0.02%
66,256
+5,447
723
$4.84M 0.02%
54,540
-7,411
724
$4.83M 0.02%
152,355
-9,783
725
$4.82M 0.02%
60,853
+6,804
27 28
29
30 31