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
1501
$938K ﹤0.01%
33,338
+7,114
1502
$938K ﹤0.01%
32,310
-11,223
1503
$935K ﹤0.01%
61,728
-12,524
1504
$935K ﹤0.01%
40,101
+16,589
1505
$933K ﹤0.01%
94,179
+851
1506
$932K ﹤0.01%
21,118
-1,299
1507
$931K ﹤0.01%
18,861
-162
1508
$930K ﹤0.01%
64,039
-6,694
1509
$930K ﹤0.01%
+37,809
1510
$927K ﹤0.01%
18,787
+9,502
1511
$924K ﹤0.01%
17,844
+4,694
1512
$924K ﹤0.01%
48,521
-8,497
1513
$924K ﹤0.01%
32,748
+283
1514
$923K ﹤0.01%
22,436
-420
1515
$921K ﹤0.01%
53,031
+20,570
1516
$919K ﹤0.01%
15,160
+3,120
1517
$918K ﹤0.01%
22,648
+14,606
1518
$918K ﹤0.01%
20,887
+13,103
1519
$914K ﹤0.01%
17,618
+6,359
1520
$913K ﹤0.01%
12,122
-2,292
1521
$913K ﹤0.01%
70,970
+32,978
1522
$910K ﹤0.01%
65,055
-139
1523
$908K ﹤0.01%
50,286
-104
1524
$907K ﹤0.01%
27,331
+1,418
1525
$903K ﹤0.01%
28,919
-12,991
59 60
61
62 63