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
876
$3.32M 0.01%
40,062
-105
877
$3.31M 0.01%
67,855
-5,833
878
$3.3M 0.01%
61,670
-4,824
879
$3.3M 0.01%
3,796
-715
880
$3.29M 0.01%
84,584
-27,061
881
$3.29M 0.01%
46,987
-7,041
882
$3.29M 0.01%
191,959
-30,024
883
$3.28M 0.01%
97,714
-10,510
884
$3.28M 0.01%
107,295
+34,493
885
$3.27M 0.01%
215,543
-1,703
886
$3.27M 0.01%
83,041
-17,357
887
$3.26M 0.01%
66,102
+12,042
888
$3.25M 0.01%
185,472
+175,220
889
$3.24M 0.01%
93,938
-265,146
890
$3.23M 0.01%
205,666
+15,919
891
$3.22M 0.01%
89,940
-28,152
892
$3.22M 0.01%
89,966
-5,378
893
$3.22M 0.01%
40,926
+2,412
894
$3.21M 0.01%
61,938
+7,328
895
$3.21M 0.01%
70,458
+8,917
896
$3.21M 0.01%
88,083
-8,727
897
$3.19M 0.01%
42,947
-22,634
898
$3.17M 0.01%
216,382
+25,029
899
$3.17M 0.01%
158,357
+39,596
900
$3.16M 0.01%
65,983
-9,154
34 35
36
37 38