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
901
$3.16M 0.01%
38,823
+1,009
902
$3.15M 0.01%
62,781
+8,486
903
$3.15M 0.01%
108,743
-18,902
904
$3.15M 0.01%
167,128
-6,687
905
$3.13M 0.01%
79,362
+278
906
$3.13M 0.01%
97,510
+22,764
907
$3.11M 0.01%
78,082
-80
908
$3.11M 0.01%
81,282
-12,293
909
$3.09M 0.01%
165,734
-229
910
$3.09M 0.01%
264,684
+164,997
911
$3.06M 0.01%
56,600
+1,251
912
$3.06M 0.01%
69,234
+9,605
913
$3.06M 0.01%
144,187
-2,165
914
$3.05M 0.01%
175,308
+23,110
915
$3.04M 0.01%
475,641
-105,938
916
$3.04M 0.01%
54,780
+2,815
917
$3.04M 0.01%
25,003
+1,198
918
$3.04M 0.01%
34,210
+1,897
919
$3.03M 0.01%
117,837
+1,331
920
$3.03M 0.01%
59,757
+17,370
921
$3.02M 0.01%
139,564
+20,440
922
$3.02M 0.01%
34,009
-1,947
923
$3.01M 0.01%
81,523
-82,346
924
$3M 0.01%
33,141
+2,006
925
$3M 0.01%
33,575
-5,971
35 36
37
38 39