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
851
$3.58M 0.01%
146,175
+58,657
852
$3.55M 0.01%
13,791
+210
853
$3.55M 0.01%
+221,124
854
$3.53M 0.01%
159,801
+120,248
855
$3.5M 0.01%
73,638
-4,056
856
$3.5M 0.01%
35,782
-767
857
$3.5M 0.01%
36,376
-2,758
858
$3.5M 0.01%
72,015
-141,566
859
$3.49M 0.01%
58,796
+716
860
$3.48M 0.01%
25,760
+376
861
$3.48M 0.01%
124,872
+10,465
862
$3.47M 0.01%
199,871
+13,968
863
$3.47M 0.01%
86,909
+16,771
864
$3.46M 0.01%
162,796
-9,562
865
$3.45M 0.01%
36,552
-3,417
866
$3.44M 0.01%
100,611
+89,437
867
$3.43M 0.01%
57,354
+2,633
868
$3.42M 0.01%
134,215
+5,006
869
$3.41M 0.01%
128,689
-426
870
$3.41M 0.01%
26,470
+42
871
$3.39M 0.01%
105,856
+53,163
872
$3.36M 0.01%
192,219
+9,408
873
$3.34M 0.01%
128,557
+22,002
874
$3.34M 0.01%
22,661
+3,657
875
$3.33M 0.01%
28,191
-1,737
33 34
35
36 37