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
1051
$2.26M 0.01%
40,351
-19,284
1052
$2.26M 0.01%
70,291
+12,210
1053
$2.25M 0.01%
96,976
-4,676
1054
$2.24M 0.01%
243,855
+17,450
1055
$2.23M 0.01%
68,475
+10,108
1056
$2.21M 0.01%
19,435
+66
1057
$2.21M 0.01%
400,720
+43,821
1058
$2.21M 0.01%
21,074
+3,834
1059
$2.21M 0.01%
+101,953
1060
$2.21M 0.01%
53,976
-13,774
1061
$2.2M 0.01%
219,569
-9,200
1062
$2.2M 0.01%
+104,254
1063
$2.2M 0.01%
29,519
-2,852
1064
$2.2M 0.01%
+100,400
1065
$2.19M 0.01%
52,465
-24,747
1066
$2.17M 0.01%
72,098
-2,717
1067
$2.17M 0.01%
56,660
-7,806
1068
$2.16M 0.01%
67,730
-23,244
1069
$2.15M 0.01%
56,623
-12,168
1070
$2.15M 0.01%
123,818
-26,068
1071
$2.15M 0.01%
127,309
+8,245
1072
$2.15M 0.01%
114,595
-32,309
1073
$2.15M 0.01%
122,512
-1,267
1074
$2.11M 0.01%
149,277
-11,218
1075
$2.1M 0.01%
47,767
+65
41 42
43
44 45