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
1551
$852K ﹤0.01%
18,458
+3,252
1552
$852K ﹤0.01%
36,089
-2,438
1553
$848K ﹤0.01%
33,981
+5,744
1554
$846K ﹤0.01%
32,029
+302
1555
$844K ﹤0.01%
19,245
+10,325
1556
$842K ﹤0.01%
52,400
+900
1557
$842K ﹤0.01%
35,948
+6,995
1558
$836K ﹤0.01%
67,630
-4,119
1559
$836K ﹤0.01%
182,704
+1,902
1560
$832K ﹤0.01%
38,090
+233
1561
$830K ﹤0.01%
13,080
+298
1562
$827K ﹤0.01%
23,917
+1,580
1563
$824K ﹤0.01%
14,206
-8,667
1564
$820K ﹤0.01%
+20,763
1565
$820K ﹤0.01%
11,725
-3,102
1566
$817K ﹤0.01%
22,258
-108
1567
$817K ﹤0.01%
20,983
1568
$817K ﹤0.01%
74,834
+31,651
1569
$813K ﹤0.01%
40,687
+164
1570
$811K ﹤0.01%
20,400
-1,793
1571
$810K ﹤0.01%
20,428
+868
1572
$809K ﹤0.01%
35,000
1573
$807K ﹤0.01%
6,715
+3,078
1574
$807K ﹤0.01%
12,365
+3,041
1575
$805K ﹤0.01%
116,389
-4,152
61 62
63
64 65