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
1076
$2.1M 0.01%
46,103
+33,640
1077
$2.1M 0.01%
155,667
+18,481
1078
$2.09M 0.01%
45,585
-10,833
1079
$2.09M 0.01%
48,505
-2,796
1080
$2.09M 0.01%
10,875
+4,690
1081
$2.09M 0.01%
89,252
+9,857
1082
$2.09M 0.01%
113,640
+26,024
1083
$2.08M 0.01%
+119,580
1084
$2.07M 0.01%
9,868
+1,785
1085
$2.07M 0.01%
34,237
+28,909
1086
$2.07M 0.01%
67,276
-22,054
1087
$2.05M 0.01%
28,363
-8,314
1088
$2.03M 0.01%
74,221
+62,676
1089
$2.03M 0.01%
103,489
+16,146
1090
$2.03M 0.01%
65,234
-5,312
1091
$2.03M 0.01%
65,000
1092
$2.03M 0.01%
110,727
+5,707
1093
$2.02M 0.01%
251,000
+30,800
1094
$2.02M 0.01%
64,099
-515
1095
$2.02M 0.01%
45,554
+274
1096
$2.01M 0.01%
23,691
+2,321
1097
$2.01M 0.01%
42,896
-8,835
1098
$1.99M 0.01%
79,138
+9,874
1099
$1.98M 0.01%
76,935
+2,185
1100
$1.97M 0.01%
42,546
+1,215
42 43
44
45 46