Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
51
$106M 0.39%
1,315,622
-78,333
52
$104M 0.39%
616,469
+28,035
53
$103M 0.38%
1,866,045
+238,181
54
$103M 0.38%
1,975,931
-271,375
55
$101M 0.37%
784,129
-4,417
56
$101M 0.37%
626,728
+30,925
57
$100M 0.37%
786,454
+11,746
58
$99.5M 0.37%
4,102,119
+464,262
59
$98.9M 0.37%
569,752
+18,471
60
$98.6M 0.36%
2,418,576
+11,408
61
$97.9M 0.36%
1,826,124
-20,250
62
$96.5M 0.36%
1,238,463
-19,222
63
$95.2M 0.35%
545,735
-14,992
64
$93.6M 0.35%
1,054,525
+87,073
65
$93.3M 0.35%
774,898
+8,454
66
$93.1M 0.34%
3,694,026
-119,229
67
$92.9M 0.34%
1,557,747
+77,400
68
$92M 0.34%
1,365,984
+25,080
69
$90.9M 0.34%
947,930
+8,092
70
$90.3M 0.33%
731,707
+258,014
71
$90M 0.33%
772,346
-192,049
72
$89.7M 0.33%
1,581,410
-79,914
73
$88.7M 0.33%
1,768,557
+260,676
74
$88.4M 0.33%
1,516,978
+70,346
75
$88.3M 0.33%
881,076
+54,513
1 2
3
4 5