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
76
$85.4M 0.32%
1,756,701
-35,742
77
$81.8M 0.3%
428,802
+91,974
78
$81.1M 0.3%
1,244,183
+96,789
79
$80.1M 0.3%
735,336
-34,561
80
$78.2M 0.29%
644,324
+18,285
81
$78.2M 0.29%
1,187,702
+12,239
82
$77.8M 0.29%
1,250,428
+68,942
83
$77M 0.28%
1,608,845
-31,286
84
$76.1M 0.28%
1,515,949
+197,728
85
$75.8M 0.28%
708,406
-23,947
86
$74.9M 0.28%
1,269,765
+65,045
87
$74.2M 0.27%
175,662
+5,072
88
$73.8M 0.27%
986,940
-12,688
89
$73.2M 0.27%
2,103,745
+31,945
90
$73M 0.27%
787,750
-114,094
91
$72.7M 0.27%
2,072,344
-71,236
92
$72.5M 0.27%
1,867,816
-32,382
93
$71.6M 0.26%
497,674
+10,418
94
$71.5M 0.26%
854,561
+18,541
95
$69M 0.26%
629,296
+51,029
96
$68.3M 0.25%
604,529
-48,388
97
$68.3M 0.25%
281,646
+32,672
98
$66.8M 0.25%
943,325
-192,814
99
$66.1M 0.24%
2,440,930
-36,051
100
$64.2M 0.24%
263,679
+9,332
2 3
4
5 6