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
951
$2.79M 0.01%
11,553
+2,475
952
$2.79M 0.01%
33,770
+5,264
953
$2.77M 0.01%
143,687
-935
954
$2.77M 0.01%
46,492
+23,091
955
$2.77M 0.01%
147,019
-13,970
956
$2.77M 0.01%
166,894
+5,829
957
$2.77M 0.01%
37,640
-503
958
$2.76M 0.01%
27,269
-2,355
959
$2.75M 0.01%
116,044
+34,883
960
$2.75M 0.01%
4,624
-76
961
$2.75M 0.01%
43,790
+2,297
962
$2.75M 0.01%
20,399
+11,296
963
$2.74M 0.01%
16,939
-1,984
964
$2.74M 0.01%
78,000
-4,100
965
$2.74M 0.01%
10,755
+2,611
966
$2.73M 0.01%
52,946
+336
967
$2.72M 0.01%
49,142
-2,829
968
$2.72M 0.01%
91,321
-64,714
969
$2.72M 0.01%
42,954
-2,494
970
$2.72M 0.01%
48,609
+10,928
971
$2.71M 0.01%
30,172
+10,261
972
$2.7M 0.01%
16,463
+460
973
$2.69M 0.01%
39,818
-137
974
$2.69M 0.01%
82,790
-1,165
975
$2.69M 0.01%
122,903
-37,865
37 38
39
40 41