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
1426
$1.11M ﹤0.01%
75,232
-6,049
1427
$1.11M ﹤0.01%
6,595
-1,045
1428
$1.11M ﹤0.01%
40,744
-5,745
1429
$1.11M ﹤0.01%
10,478
+180
1430
$1.1M ﹤0.01%
+29,820
1431
$1.1M ﹤0.01%
16,399
+962
1432
$1.1M ﹤0.01%
30,722
+4,048
1433
$1.09M ﹤0.01%
35,859
-11,502
1434
$1.09M ﹤0.01%
44,998
+6,533
1435
$1.09M ﹤0.01%
64,358
+2,278
1436
$1.08M ﹤0.01%
33,066
+5,643
1437
$1.08M ﹤0.01%
49,296
+7,830
1438
$1.08M ﹤0.01%
5,263
-1,634
1439
$1.08M ﹤0.01%
17,220
+234
1440
$1.07M ﹤0.01%
36,412
+700
1441
$1.07M ﹤0.01%
28,029
+911
1442
$1.07M ﹤0.01%
24,670
+4,835
1443
$1.07M ﹤0.01%
31,161
+3,238
1444
$1.07M ﹤0.01%
+27,417
1445
$1.06M ﹤0.01%
72,838
+7,505
1446
$1.06M ﹤0.01%
57,064
+8,813
1447
$1.05M ﹤0.01%
125,611
+3,431
1448
$1.05M ﹤0.01%
68,700
-1,625
1449
$1.04M ﹤0.01%
9,202
+1,971
1450
$1.04M ﹤0.01%
27,312
+3,084
56 57
58
59 60