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
926
$3M 0.01%
+146,835
927
$2.99M 0.01%
48,448
+12,016
928
$2.97M 0.01%
103,714
+37,821
929
$2.97M 0.01%
53,925
+1,807
930
$2.96M 0.01%
232,760
-9,512
931
$2.96M 0.01%
44,694
+15,983
932
$2.96M 0.01%
127,359
-256
933
$2.94M 0.01%
239,192
+15,919
934
$2.93M 0.01%
16,427
-153
935
$2.92M 0.01%
242,145
+22,220
936
$2.92M 0.01%
70,650
-200
937
$2.91M 0.01%
72,670
-16,864
938
$2.91M 0.01%
53,811
+2,369
939
$2.9M 0.01%
301,209
+17,856
940
$2.86M 0.01%
44,294
+381
941
$2.85M 0.01%
54,923
+579
942
$2.84M 0.01%
127,944
+45,453
943
$2.84M 0.01%
22,581
-11,716
944
$2.84M 0.01%
93,871
-22,571
945
$2.83M 0.01%
113,530
+514
946
$2.83M 0.01%
54,400
+1,250
947
$2.83M 0.01%
35,990
-3,733
948
$2.82M 0.01%
98,986
+15,388
949
$2.8M 0.01%
60,425
+760
950
$2.79M 0.01%
31,119
+7,281
36 37
38
39 40