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
1476
$991K ﹤0.01%
13,159
+6,597
1477
$990K ﹤0.01%
56,514
-512
1478
$989K ﹤0.01%
10,863
-182
1479
$989K ﹤0.01%
+35,435
1480
$988K ﹤0.01%
49,030
+2,305
1481
$986K ﹤0.01%
24,754
+50
1482
$982K ﹤0.01%
38,834
+7,197
1483
$980K ﹤0.01%
25,828
+996
1484
$976K ﹤0.01%
192,782
-2,265
1485
$975K ﹤0.01%
22,429
-25
1486
$972K ﹤0.01%
+33,654
1487
$970K ﹤0.01%
33,038
+3,299
1488
$970K ﹤0.01%
18,000
-823
1489
$969K ﹤0.01%
75,313
-7,941
1490
$968K ﹤0.01%
+67,016
1491
$963K ﹤0.01%
19,999
+7,609
1492
$963K ﹤0.01%
62,866
+19,021
1493
$957K ﹤0.01%
100,775
+28,725
1494
$954K ﹤0.01%
41,283
+3,837
1495
$952K ﹤0.01%
26,594
-1,617
1496
$950K ﹤0.01%
71,328
+1,517
1497
$945K ﹤0.01%
16,173
+633
1498
$943K ﹤0.01%
26,883
-1,464
1499
$940K ﹤0.01%
27,443
-11,959
1500
$939K ﹤0.01%
43,820
+1,703
58 59
60
61 62