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
1401
$1.17M ﹤0.01%
114,877
+1,296
1402
$1.15M ﹤0.01%
22,934
+10,039
1403
$1.15M ﹤0.01%
11,502
-2,726
1404
$1.15M ﹤0.01%
9,138
-5,400
1405
$1.15M ﹤0.01%
40,747
-10,403
1406
$1.15M ﹤0.01%
13,164
-892
1407
$1.15M ﹤0.01%
7,889
-666
1408
$1.14M ﹤0.01%
+21,962
1409
$1.14M ﹤0.01%
69,701
-3,347
1410
$1.14M ﹤0.01%
21,869
+160
1411
$1.13M ﹤0.01%
109,386
+6,276
1412
$1.13M ﹤0.01%
44,262
+24,777
1413
$1.13M ﹤0.01%
+15,218
1414
$1.12M ﹤0.01%
181,890
+74,056
1415
$1.12M ﹤0.01%
5,399
+31
1416
$1.12M ﹤0.01%
+18,571
1417
$1.12M ﹤0.01%
46,898
-2,165
1418
$1.12M ﹤0.01%
40,742
+182
1419
$1.12M ﹤0.01%
18,163
-1,991
1420
$1.11M ﹤0.01%
+17,662
1421
$1.11M ﹤0.01%
+74,528
1422
$1.11M ﹤0.01%
8,991
-788
1423
$1.11M ﹤0.01%
39,858
-585
1424
$1.11M ﹤0.01%
39,150
+3,605
1425
$1.11M ﹤0.01%
118,752
-43,968
55 56
57
58 59