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
801
$4.02M 0.01%
338,945
+60,563
802
$4.02M 0.01%
157,228
+11,416
803
$4.01M 0.01%
55,021
+800
804
$3.99M 0.01%
60,552
+227
805
$3.98M 0.01%
287,831
-87,552
806
$3.97M 0.01%
293,635
+4,511
807
$3.97M 0.01%
71,962
-613
808
$3.96M 0.01%
62,643
+948
809
$3.91M 0.01%
142,432
+7,988
810
$3.9M 0.01%
265,304
-7,685
811
$3.9M 0.01%
44,717
-1,335
812
$3.89M 0.01%
131,917
-392
813
$3.89M 0.01%
24,123
-1,072
814
$3.88M 0.01%
72,182
+12,959
815
$3.88M 0.01%
155,920
-421
816
$3.86M 0.01%
61,385
+20,523
817
$3.85M 0.01%
90,046
+22,009
818
$3.83M 0.01%
290,235
+12,610
819
$3.82M 0.01%
3,214
+532
820
$3.81M 0.01%
65,268
+2,505
821
$3.81M 0.01%
215,898
+25,055
822
$3.8M 0.01%
72,801
-9,706
823
$3.78M 0.01%
41,388
+5,057
824
$3.78M 0.01%
260,510
+42,417
825
$3.78M 0.01%
190,273
+15,307
31 32
33
34 35