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
1276
$1.4M 0.01%
25,865
+4,216
1277
$1.4M 0.01%
206,321
-49,506
1278
$1.4M 0.01%
101,511
-20,525
1279
$1.4M 0.01%
78,712
+21,509
1280
$1.39M 0.01%
98,139
+1,837
1281
$1.39M 0.01%
47,688
+16,173
1282
$1.39M 0.01%
224,143
+71,436
1283
$1.39M 0.01%
38,935
+3,269
1284
$1.39M 0.01%
159,640
-253,030
1285
$1.38M 0.01%
63,485
+2,530
1286
$1.37M 0.01%
30,986
+6,171
1287
$1.37M 0.01%
36,853
+15,862
1288
$1.36M 0.01%
9,110
-178
1289
$1.36M 0.01%
34,281
-580
1290
$1.36M 0.01%
52,400
+809
1291
$1.36M 0.01%
22,881
+155
1292
$1.36M 0.01%
53,775
-473
1293
$1.36M 0.01%
165,558
-6,991
1294
$1.36M 0.01%
85,293
-3,724
1295
$1.36M 0.01%
+52,508
1296
$1.35M 0.01%
15,729
-955
1297
$1.35M 0.01%
68,095
-5,628
1298
$1.35M 0.01%
91,121
-4,837
1299
$1.34M 0.01%
20,550
+77
1300
$1.34M 0.01%
35,214
-1,896
50 51
52
53 54