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
1526
$901K ﹤0.01%
8,158
+2,890
1527
$901K ﹤0.01%
26,766
+13,400
1528
$901K ﹤0.01%
+24,967
1529
$898K ﹤0.01%
55,777
-19
1530
$895K ﹤0.01%
18,279
+1,396
1531
$895K ﹤0.01%
23,038
+1,669
1532
$893K ﹤0.01%
17,656
+1,700
1533
$888K ﹤0.01%
25,023
+3,548
1534
$883K ﹤0.01%
+53,346
1535
$881K ﹤0.01%
16,860
-1,463
1536
$881K ﹤0.01%
10,808
+1,370
1537
$879K ﹤0.01%
+16,241
1538
$878K ﹤0.01%
55,722
1539
$876K ﹤0.01%
40,564
+3,328
1540
$875K ﹤0.01%
121,061
+4,152
1541
$875K ﹤0.01%
13,917
-442
1542
$867K ﹤0.01%
173,160
-156,000
1543
$866K ﹤0.01%
43,774
+30,089
1544
$865K ﹤0.01%
26,883
+7,142
1545
$862K ﹤0.01%
55,589
-7,893
1546
$860K ﹤0.01%
27,708
+13,682
1547
$860K ﹤0.01%
84,257
+12,096
1548
$857K ﹤0.01%
11,306
+162
1549
$855K ﹤0.01%
16,762
+1,275
1550
$854K ﹤0.01%
9,315
+1,917
60 61
62
63 64