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
1151
$1.79M 0.01%
17,732
+575
1152
$1.79M 0.01%
43,934
+893
1153
$1.78M 0.01%
59,466
-89
1154
$1.78M 0.01%
27,870
-11,885
1155
$1.78M 0.01%
+68,339
1156
$1.77M 0.01%
64,699
+3,312
1157
$1.77M 0.01%
210,833
+9,660
1158
$1.77M 0.01%
69,169
+2,462
1159
$1.75M 0.01%
111,972
+1,704
1160
$1.75M 0.01%
23,115
+676
1161
$1.75M 0.01%
77,188
+2,682
1162
$1.75M 0.01%
14,405
+249
1163
$1.75M 0.01%
70,965
+5,584
1164
$1.74M 0.01%
44,380
+30,288
1165
$1.74M 0.01%
217,386
-2,289
1166
$1.74M 0.01%
18,539
+7,121
1167
$1.74M 0.01%
34,471
+6,879
1168
$1.73M 0.01%
109,596
-99,906
1169
$1.73M 0.01%
52,909
-5,277
1170
$1.72M 0.01%
3,099
-108
1171
$1.72M 0.01%
111,766
+33,210
1172
$1.72M 0.01%
42,138
+1,018
1173
$1.72M 0.01%
40,242
+509
1174
$1.71M 0.01%
31,851
-2,297
1175
$1.7M 0.01%
32,890
+209
45 46
47
48 49