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
1576
$805K ﹤0.01%
35,705
+6,862
1577
$805K ﹤0.01%
19,255
+1,785
1578
$804K ﹤0.01%
39,512
+394
1579
$803K ﹤0.01%
17,558
-1,007
1580
$801K ﹤0.01%
34,108
+7,473
1581
$798K ﹤0.01%
+15,963
1582
$797K ﹤0.01%
36,226
-9,371
1583
$796K ﹤0.01%
40,915
+5,276
1584
$795K ﹤0.01%
33,833
-1,863
1585
$794K ﹤0.01%
15,765
+656
1586
$793K ﹤0.01%
13,224
-4,628
1587
$791K ﹤0.01%
111,478
+7,663
1588
$790K ﹤0.01%
45,969
-4,489
1589
$789K ﹤0.01%
4,296
-250
1590
$789K ﹤0.01%
26,082
-1,767
1591
$788K ﹤0.01%
15,532
-1,519
1592
$786K ﹤0.01%
6,553
-333
1593
$785K ﹤0.01%
52,473
-1,106
1594
$783K ﹤0.01%
19,832
+8,754
1595
$781K ﹤0.01%
18,676
+158
1596
$781K ﹤0.01%
14,353
+36
1597
$779K ﹤0.01%
47,751
+7,878
1598
$778K ﹤0.01%
21,108
+3,711
1599
$777K ﹤0.01%
53,686
-1,342
1600
$777K ﹤0.01%
11,210
+460
62 63
64
65 66