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
1376
$1.22M ﹤0.01%
34,044
+775
1377
$1.21M ﹤0.01%
+22,452
1378
$1.21M ﹤0.01%
61,053
+1,519
1379
$1.21M ﹤0.01%
26,115
+410
1380
$1.21M ﹤0.01%
63,288
-9,154
1381
$1.21M ﹤0.01%
21,229
+18,697
1382
$1.2M ﹤0.01%
12,469
+3,654
1383
$1.2M ﹤0.01%
32,826
+18,963
1384
$1.2M ﹤0.01%
29,879
+15,016
1385
$1.2M ﹤0.01%
50,100
1386
$1.2M ﹤0.01%
44,481
+6,048
1387
$1.19M ﹤0.01%
9,677
-176
1388
$1.19M ﹤0.01%
61,702
+2,548
1389
$1.18M ﹤0.01%
10,154
+7,143
1390
$1.18M ﹤0.01%
20,230
-7
1391
$1.18M ﹤0.01%
22,500
1392
$1.18M ﹤0.01%
71,586
-5,835
1393
$1.18M ﹤0.01%
77,375
+4,400
1394
$1.18M ﹤0.01%
17,221
-2,292
1395
$1.18M ﹤0.01%
89,811
-3,386
1396
$1.18M ﹤0.01%
30,386
+11,109
1397
$1.17M ﹤0.01%
8,303
+4,890
1398
$1.17M ﹤0.01%
8,246
-152
1399
$1.17M ﹤0.01%
20,309
-20,095
1400
$1.17M ﹤0.01%
25,011
-160,974
54 55
56
57 58