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
751
$4.61M 0.02%
95,606
-511
752
$4.6M 0.02%
71,394
+2,050
753
$4.6M 0.02%
383,548
-19,527
754
$4.59M 0.02%
87,107
-1,975
755
$4.58M 0.02%
76,521
+21,410
756
$4.56M 0.02%
166,432
-28,443
757
$4.55M 0.02%
5,238
-15
758
$4.55M 0.02%
42,893
-2,267
759
$4.53M 0.02%
69,555
-6,520
760
$4.52M 0.02%
102,709
-21,678
761
$4.5M 0.02%
42,918
+5,213
762
$4.5M 0.02%
39,377
+15,183
763
$4.48M 0.02%
69,946
+914
764
$4.48M 0.02%
27,106
-5,522
765
$4.47M 0.02%
+53,122
766
$4.44M 0.02%
9,631
-2,478
767
$4.44M 0.02%
100,833
+278
768
$4.44M 0.02%
341,253
-15,766
769
$4.42M 0.02%
183,873
+37,848
770
$4.41M 0.02%
1,143,725
+278,266
771
$4.41M 0.02%
136,810
-705
772
$4.39M 0.02%
36,257
-714
773
$4.38M 0.02%
83,182
-4,419
774
$4.38M 0.02%
46,265
-7,490
775
$4.37M 0.02%
21,285
-23,907
29 30
31
32 33