Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
126
$50.2M 0.19%
934,587
-151,113
127
$50.1M 0.19%
1,424,204
+30,315
128
$49.5M 0.18%
639,245
+22,007
129
$49.5M 0.18%
671,277
-73,882
130
$49.3M 0.18%
418,337
+54,643
131
$49M 0.18%
456,577
+92,737
132
$48.9M 0.18%
606,316
-14,304
133
$48.8M 0.18%
2,095,610
+103,150
134
$48.1M 0.18%
648,438
+43,768
135
$48.1M 0.18%
618,299
+38,345
136
$47.8M 0.18%
565,758
-38,012
137
$47.6M 0.18%
429,982
+11,572
138
$46.9M 0.17%
714,864
+14,034
139
$46M 0.17%
321,670
-34,394
140
$45.6M 0.17%
777,250
+35,466
141
$45.5M 0.17%
385,079
+17,600
142
$45M 0.17%
820,712
+71,156
143
$44.1M 0.16%
325,573
+12,117
144
$43.8M 0.16%
1,013,611
+38,855
145
$43.8M 0.16%
623,946
+57,816
146
$43.4M 0.16%
392,284
+12,339
147
$43.2M 0.16%
325,223
+14,828
148
$42.8M 0.16%
303,595
+22,912
149
$42.7M 0.16%
192,648
+36,882
150
$42.7M 0.16%
423,830
-14,971
4 5
6
7 8