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
1226
$1.53M 0.01%
30,534
-457
1227
$1.53M 0.01%
81,970
-2,505
1228
$1.53M 0.01%
217,058
+32,351
1229
$1.53M 0.01%
45,443
-486,437
1230
$1.52M 0.01%
27,170
+13,518
1231
$1.52M 0.01%
97,715
+470
1232
$1.52M 0.01%
60,681
+3,080
1233
$1.52M 0.01%
47,708
-1,402
1234
$1.52M 0.01%
+66,583
1235
$1.51M 0.01%
37,518
-1,434
1236
$1.51M 0.01%
12,036
-46,069
1237
$1.51M 0.01%
56,527
+6,382
1238
$1.51M 0.01%
43,342
-2,003
1239
$1.51M 0.01%
33,373
-38
1240
$1.51M 0.01%
53,805
-3,708
1241
$1.51M 0.01%
91,328
+7,746
1242
$1.5M 0.01%
52,377
-139,247
1243
$1.5M 0.01%
18,501
-991
1244
$1.5M 0.01%
47,627
+24,320
1245
$1.49M 0.01%
53,793
-5,295
1246
$1.48M 0.01%
32,556
+49
1247
$1.48M 0.01%
90,000
1248
$1.48M 0.01%
35,697
+5,733
1249
$1.47M 0.01%
57,116
1250
$1.47M 0.01%
21,859
-148
48 49
50
51 52