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
776
$4.36M 0.02%
78,275
+3,250
777
$4.34M 0.02%
384,393
-12,931
778
$4.31M 0.02%
111,723
+28,979
779
$4.31M 0.02%
44,324
-476
780
$4.3M 0.02%
180,350
+14,078
781
$4.29M 0.02%
128,312
+60
782
$4.27M 0.02%
115,119
+677
783
$4.26M 0.02%
93,919
+242
784
$4.26M 0.02%
150,897
-19,037
785
$4.24M 0.02%
38,900
+14,946
786
$4.23M 0.02%
166,703
-1,185
787
$4.19M 0.02%
241,033
+483
788
$4.19M 0.02%
107,864
+99,448
789
$4.18M 0.02%
530,142
+57,746
790
$4.17M 0.02%
305,735
-23,833
791
$4.15M 0.02%
50,179
+8,223
792
$4.15M 0.02%
200,332
+6,972
793
$4.14M 0.02%
229,465
-142
794
$4.13M 0.02%
273,335
+21,318
795
$4.12M 0.02%
137,288
+37,152
796
$4.09M 0.02%
54,019
+1,002
797
$4.08M 0.02%
74,169
+60,965
798
$4.07M 0.02%
188,690
+28
799
$4.06M 0.02%
52,523
+820
800
$4.02M 0.01%
143,471
+2,945
30 31
32
33 34