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
1026
$2.34M 0.01%
34,185
+1,168
1027
$2.34M 0.01%
40,113
+26,085
1028
$2.33M 0.01%
192,030
+16,613
1029
$2.33M 0.01%
49,883
-194
1030
$2.33M 0.01%
61,375
+41,974
1031
$2.32M 0.01%
+62,875
1032
$2.32M 0.01%
45,981
-19,873
1033
$2.31M 0.01%
59,480
+678
1034
$2.31M 0.01%
66,672
+1,306
1035
$2.31M 0.01%
115,047
-2,971
1036
$2.31M 0.01%
101,494
-1,962
1037
$2.31M 0.01%
69,044
-19,341
1038
$2.3M 0.01%
+64,238
1039
$2.29M 0.01%
36,832
+2,767
1040
$2.28M 0.01%
415,279
1041
$2.28M 0.01%
92,144
+22,516
1042
$2.28M 0.01%
85,000
1043
$2.28M 0.01%
36,664
-8,667
1044
$2.28M 0.01%
92,282
+3,736
1045
$2.27M 0.01%
41,039
+408
1046
$2.27M 0.01%
81,981
+26,881
1047
$2.27M 0.01%
48,531
-137,394
1048
$2.27M 0.01%
25,770
-5,448
1049
$2.26M 0.01%
79,110
-21,610
1050
$2.26M 0.01%
102,763
+3,935
40 41
42
43 44