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
826
$3.78M 0.01%
242,637
+33,244
827
$3.77M 0.01%
36,929
+11,056
828
$3.77M 0.01%
438,175
-25,749
829
$3.77M 0.01%
29,512
+1,230
830
$3.76M 0.01%
33,867
-738
831
$3.74M 0.01%
181,350
+11,165
832
$3.72M 0.01%
34,364
+4,032
833
$3.71M 0.01%
59,099
-11,572
834
$3.71M 0.01%
65,609
+2,367
835
$3.71M 0.01%
68,791
-13,207
836
$3.69M 0.01%
56,181
+3,087
837
$3.69M 0.01%
80,225
+3,254
838
$3.67M 0.01%
117,571
-9,983
839
$3.65M 0.01%
118,108
-26,223
840
$3.65M 0.01%
112,254
-25,081
841
$3.64M 0.01%
104,700
-2,225
842
$3.64M 0.01%
167,512
+25,477
843
$3.63M 0.01%
100,046
-10,600
844
$3.62M 0.01%
165,033
-7,749
845
$3.62M 0.01%
68,626
+9,849
846
$3.61M 0.01%
73,275
+11,767
847
$3.6M 0.01%
48,716
+2,210
848
$3.6M 0.01%
79,954
+26,454
849
$3.59M 0.01%
123,190
-3,126
850
$3.58M 0.01%
21,283
-123
32 33
34
35 36