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
1601
$776K ﹤0.01%
26,510
-283
1602
$775K ﹤0.01%
10,542
1603
$772K ﹤0.01%
+58,350
1604
$771K ﹤0.01%
57,700
-2,000
1605
$769K ﹤0.01%
23,910
-1,999
1606
$768K ﹤0.01%
30,627
-491
1607
$767K ﹤0.01%
14,950
-271
1608
$765K ﹤0.01%
133,659
-16,882
1609
$765K ﹤0.01%
15,614
+214
1610
$764K ﹤0.01%
5,268
+114
1611
$764K ﹤0.01%
21,255
-2,242
1612
$763K ﹤0.01%
40,455
-550
1613
$762K ﹤0.01%
82,594
+804
1614
$761K ﹤0.01%
52,311
-6,501
1615
$761K ﹤0.01%
39,512
-2,133
1616
$761K ﹤0.01%
91,551
+906
1617
$761K ﹤0.01%
58,951
+430
1618
$759K ﹤0.01%
12,521
-2,286
1619
$758K ﹤0.01%
87,824
+63,935
1620
$757K ﹤0.01%
9,608
+530
1621
$756K ﹤0.01%
6,864
+274
1622
$751K ﹤0.01%
+18,493
1623
$751K ﹤0.01%
58,736
-9,467
1624
$749K ﹤0.01%
89,042
-3,959
1625
$748K ﹤0.01%
26,678
-295,321
63 64
65
66 67