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
1326
$1.29M ﹤0.01%
137,397
+8,901
1327
$1.29M ﹤0.01%
70,228
-4,107
1328
$1.29M ﹤0.01%
42,186
+2,328
1329
$1.29M ﹤0.01%
25,770
-17,286
1330
$1.28M ﹤0.01%
179,976
+61,163
1331
$1.28M ﹤0.01%
24,816
+3
1332
$1.28M ﹤0.01%
34,074
+2,065
1333
$1.28M ﹤0.01%
7,291
+133
1334
$1.28M ﹤0.01%
39,667
+27,172
1335
$1.28M ﹤0.01%
33,132
1336
$1.27M ﹤0.01%
16,306
-739
1337
$1.27M ﹤0.01%
52,978
+2,247
1338
$1.27M ﹤0.01%
30,388
+806
1339
$1.27M ﹤0.01%
32,497
+6,062
1340
$1.27M ﹤0.01%
18,159
+6,651
1341
$1.27M ﹤0.01%
80,754
+19,071
1342
$1.27M ﹤0.01%
9,883
+2,351
1343
$1.26M ﹤0.01%
34,405
+4,404
1344
$1.26M ﹤0.01%
45,613
+215
1345
$1.26M ﹤0.01%
21,047
-3,123
1346
$1.26M ﹤0.01%
29,042
+10,423
1347
$1.26M ﹤0.01%
87,020
-2,120
1348
$1.25M ﹤0.01%
28,113
+523
1349
$1.25M ﹤0.01%
34,707
+5,487
1350
$1.25M ﹤0.01%
2,925
-160
52 53
54
55 56