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
976
$2.68M 0.01%
177,077
-5,718
977
$2.68M 0.01%
113,104
+1,894
978
$2.66M 0.01%
26,020
-2,674
979
$2.66M 0.01%
108,288
+351
980
$2.66M 0.01%
60,812
+5,748
981
$2.65M 0.01%
112,609
-891
982
$2.65M 0.01%
+151,648
983
$2.64M 0.01%
94,516
+9
984
$2.63M 0.01%
54,636
-2,058
985
$2.63M 0.01%
11,709
+5,311
986
$2.63M 0.01%
37,859
+6,358
987
$2.63M 0.01%
25,427
+17,350
988
$2.61M 0.01%
39,070
-962
989
$2.61M 0.01%
43,536
+1,820
990
$2.59M 0.01%
194,617
-13,698
991
$2.58M 0.01%
71,722
+3,425
992
$2.57M 0.01%
56,150
+12,588
993
$2.55M 0.01%
19,937
+944
994
$2.54M 0.01%
19,989
+13,514
995
$2.53M 0.01%
38,666
+21,576
996
$2.52M 0.01%
58,235
-21,477
997
$2.51M 0.01%
12,354
-260
998
$2.51M 0.01%
72,919
+4,857
999
$2.51M 0.01%
24,453
+1,147
1000
$2.5M 0.01%
27,099
-12,664
38 39
40
41 42