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
1201
$1.63M 0.01%
86,898
-1,701
1202
$1.63M 0.01%
161,618
1203
$1.62M 0.01%
31,180
+1,043
1204
$1.61M 0.01%
61,273
+598
1205
$1.6M 0.01%
30,333
+1,435
1206
$1.6M 0.01%
46,077
+1,489
1207
$1.6M 0.01%
62,300
-1,110
1208
$1.6M 0.01%
59,112
+1,414
1209
$1.58M 0.01%
99,534
+2,760
1210
$1.58M 0.01%
115,674
+449
1211
$1.58M 0.01%
6,165
-291
1212
$1.57M 0.01%
199,686
+3,890
1213
$1.57M 0.01%
16,817
+3,838
1214
$1.57M 0.01%
25,067
+1,458
1215
$1.57M 0.01%
57,962
+1,790
1216
$1.57M 0.01%
65,362
+4,614
1217
$1.55M 0.01%
7,350
-2,306
1218
$1.55M 0.01%
178,175
+744
1219
$1.55M 0.01%
25,954
+1,679
1220
$1.54M 0.01%
23,038
+6,514
1221
$1.54M 0.01%
80,648
-10,584
1222
$1.54M 0.01%
55,772
+1,445
1223
$1.53M 0.01%
21,961
-855
1224
$1.53M 0.01%
128,046
+18,663
1225
$1.53M 0.01%
39,362
+2,410
47 48
49
50 51