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
1451
$1.03M ﹤0.01%
50,080
-10,000
1452
$1.03M ﹤0.01%
429
+17
1453
$1.03M ﹤0.01%
9,831
+275
1454
$1.03M ﹤0.01%
35,229
+4,836
1455
$1.03M ﹤0.01%
80,181
-15,174
1456
$1.03M ﹤0.01%
36,707
-4,169
1457
$1.03M ﹤0.01%
110,000
+80,572
1458
$1.03M ﹤0.01%
+30,162
1459
$1.03M ﹤0.01%
79,460
+1,782
1460
$1.02M ﹤0.01%
11,127
+17
1461
$1.02M ﹤0.01%
54,450
+18,997
1462
$1.02M ﹤0.01%
14,994
1463
$1.02M ﹤0.01%
8,402
+1,113
1464
$1.01M ﹤0.01%
72,095
-135,448
1465
$1.01M ﹤0.01%
63,403
-11,527
1466
$1.01M ﹤0.01%
3,746
-514
1467
$1M ﹤0.01%
157,889
+7,107
1468
$1M ﹤0.01%
13,893
-3,928
1469
$999K ﹤0.01%
30,200
-2,725
1470
$998K ﹤0.01%
19,661
-3,271
1471
$997K ﹤0.01%
35,362
-1,595
1472
$993K ﹤0.01%
25,753
-164,495
1473
$993K ﹤0.01%
18,400
+470
1474
$993K ﹤0.01%
29,837
+103
1475
$992K ﹤0.01%
132,980
-116,415
57 58
59
60 61