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
1351
$1.25M ﹤0.01%
155,706
+23,382
1352
$1.25M ﹤0.01%
65,000
1353
$1.25M ﹤0.01%
23,634
+1,163
1354
$1.25M ﹤0.01%
53,956
+1,595
1355
$1.25M ﹤0.01%
25,309
-1,656
1356
$1.25M ﹤0.01%
+49,028
1357
$1.25M ﹤0.01%
14,253
-1,750
1358
$1.25M ﹤0.01%
35,082
-8,055
1359
$1.24M ﹤0.01%
114,282
+855
1360
$1.24M ﹤0.01%
115,369
-158,962
1361
$1.24M ﹤0.01%
66,647
+54,707
1362
$1.24M ﹤0.01%
15,537
+204
1363
$1.24M ﹤0.01%
25,871
-66
1364
$1.23M ﹤0.01%
27,533
+2,122
1365
$1.23M ﹤0.01%
20,084
+1,233
1366
$1.23M ﹤0.01%
7,325
+4,161
1367
$1.23M ﹤0.01%
16,799
-314
1368
$1.23M ﹤0.01%
27,805
-3,235
1369
$1.23M ﹤0.01%
22,014
+5,111
1370
$1.23M ﹤0.01%
+131,035
1371
$1.22M ﹤0.01%
34,998
-1,409
1372
$1.22M ﹤0.01%
44,145
-1,050
1373
$1.22M ﹤0.01%
76,689
+671
1374
$1.22M ﹤0.01%
69,196
+12,521
1375
$1.22M ﹤0.01%
90,860
-64,304
53 54
55
56 57