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
1101
$1.97M 0.01%
61,809
+3,839
1102
$1.97M 0.01%
16,008
-936
1103
$1.97M 0.01%
22,992
+17
1104
$1.97M 0.01%
60,708
+45,657
1105
$1.96M 0.01%
+132,482
1106
$1.96M 0.01%
56,695
+3,260
1107
$1.95M 0.01%
36,781
-1,031
1108
$1.94M 0.01%
53,544
+2,460
1109
$1.93M 0.01%
152,476
-269,363
1110
$1.93M 0.01%
70,116
+1,770
1111
$1.93M 0.01%
30,258
+2,410
1112
$1.93M 0.01%
70,750
+5,058
1113
$1.92M 0.01%
78,286
+39,859
1114
$1.92M 0.01%
37,276
-4,490
1115
$1.92M 0.01%
105,469
+26,228
1116
$1.92M 0.01%
136,498
+3,186
1117
$1.92M 0.01%
38,873
+1,263
1118
$1.91M 0.01%
93,954
+36,245
1119
$1.91M 0.01%
15,175
+75
1120
$1.91M 0.01%
150,808
-9,364
1121
$1.91M 0.01%
89,854
+338
1122
$1.91M 0.01%
54,369
-5,007
1123
$1.91M 0.01%
160,736
-64,555
1124
$1.9M 0.01%
20,223
+6,213
1125
$1.9M 0.01%
63,216
+1,091
43 44
45
46 47