Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
101
$64.1M 0.24%
579,700
+40,168
102
$62.9M 0.23%
845,526
+15,715
103
$61.9M 0.23%
438,064
+97,919
104
$60.4M 0.22%
717,681
+68,515
105
$60.2M 0.22%
1,109,622
-510,958
106
$60M 0.22%
1,507,638
+36,278
107
$59.6M 0.22%
1,132,566
+110,098
108
$59.5M 0.22%
761,125
-120,673
109
$58.6M 0.22%
185,386
-24,221
110
$57.9M 0.21%
208,521
-78,595
111
$57.7M 0.21%
1,748,792
+351,849
112
$57.7M 0.21%
360,985
+7,585
113
$55.8M 0.21%
420,027
-4,470
114
$55.4M 0.21%
1,424,831
+147,377
115
$55M 0.2%
1,093,476
+195,903
116
$54.6M 0.2%
381,094
+19,635
117
$54.5M 0.2%
411,287
+3,770
118
$54.4M 0.2%
853,483
+495,645
119
$54M 0.2%
524,080
+67,291
120
$53.5M 0.2%
958,259
+56,766
121
$53M 0.2%
1,085,451
-65,761
122
$51.3M 0.19%
623,458
-86,245
123
$51.2M 0.19%
1,038,988
+496,840
124
$51.2M 0.19%
966,064
-17,410
125
$50.6M 0.19%
232,592
+5,445
3 4
5
6 7