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
1301
$1.34M 0.01%
22,878
+9,536
1302
$1.34M 0.01%
36,801
+6,072
1303
$1.34M 0.01%
6,701
+271
1304
$1.34M 0.01%
28,599
+426
1305
$1.34M ﹤0.01%
+28,717
1306
$1.33M ﹤0.01%
68,848
+42,620
1307
$1.33M ﹤0.01%
34,519
-4,335
1308
$1.33M ﹤0.01%
200,551
+11,045
1309
$1.33M ﹤0.01%
22,247
+395
1310
$1.33M ﹤0.01%
18,324
-524
1311
$1.33M ﹤0.01%
98,790
-2,173
1312
$1.33M ﹤0.01%
34,943
-5,917
1313
$1.33M ﹤0.01%
75,418
+2,404
1314
$1.32M ﹤0.01%
27,297
+3,767
1315
$1.32M ﹤0.01%
31,126
+728
1316
$1.31M ﹤0.01%
21,718
-246
1317
$1.31M ﹤0.01%
34,230
-89
1318
$1.31M ﹤0.01%
61,655
+6,468
1319
$1.31M ﹤0.01%
52,680
+10,591
1320
$1.31M ﹤0.01%
23,419
+61
1321
$1.31M ﹤0.01%
37,866
-715
1322
$1.31M ﹤0.01%
35,605
-28
1323
$1.31M ﹤0.01%
21,670
-38,414
1324
$1.3M ﹤0.01%
11,753
+100
1325
$1.3M ﹤0.01%
33,193
-449
51 52
53
54 55