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
1001
$2.49M 0.01%
177,040
+9,120
1002
$2.49M 0.01%
+111,176
1003
$2.48M 0.01%
45,543
+1,936
1004
$2.47M 0.01%
27,902
1005
$2.47M 0.01%
22,333
+3,429
1006
$2.47M 0.01%
153,785
-14,158
1007
$2.46M 0.01%
22,031
-71,951
1008
$2.44M 0.01%
53,869
+2,230
1009
$2.44M 0.01%
45,591
+817
1010
$2.43M 0.01%
33,649
-4,150
1011
$2.42M 0.01%
122,541
+43,811
1012
$2.42M 0.01%
29,272
+2,231
1013
$2.42M 0.01%
29,917
+22,707
1014
$2.41M 0.01%
52,323
+1,876
1015
$2.4M 0.01%
40,302
+18,624
1016
$2.4M 0.01%
62,835
+10,919
1017
$2.39M 0.01%
119,129
+6,125
1018
$2.39M 0.01%
19,728
+753
1019
$2.39M 0.01%
167,414
-12,833
1020
$2.38M 0.01%
60,303
+10,017
1021
$2.37M 0.01%
263,837
-2,846
1022
$2.37M 0.01%
76,613
+42,098
1023
$2.36M 0.01%
62,280
+15,480
1024
$2.35M 0.01%
9,773
-238
1025
$2.34M 0.01%
82,500
+15,980
39 40
41
42 43