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
726
$4.82M 0.02%
101,596
+464
727
$4.81M 0.02%
710,887
-150,049
728
$4.79M 0.02%
218,962
+20,150
729
$4.79M 0.02%
55,176
+893
730
$4.79M 0.02%
62,903
-2,037
731
$4.77M 0.02%
111,904
+5,370
732
$4.76M 0.02%
114,328
-61,970
733
$4.76M 0.02%
519,271
-16,689
734
$4.75M 0.02%
198,113
+13,566
735
$4.72M 0.02%
55,159
-6,912
736
$4.7M 0.02%
52,475
-1,655
737
$4.7M 0.02%
90,083
+9,819
738
$4.69M 0.02%
44,095
+20,871
739
$4.68M 0.02%
205,404
+757
740
$4.66M 0.02%
61,625
+1,047
741
$4.64M 0.02%
199,585
+7,313
742
$4.64M 0.02%
90,953
+769
743
$4.64M 0.02%
47,124
-14,039
744
$4.63M 0.02%
125,632
+716
745
$4.63M 0.02%
51,362
-3,891
746
$4.62M 0.02%
71,717
-20,002
747
$4.62M 0.02%
32,321
+5,098
748
$4.62M 0.02%
97,703
-5,266
749
$4.62M 0.02%
48,716
-249
750
$4.61M 0.02%
34,456
+7,565
28 29
30
31 32