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
1626
$748K ﹤0.01%
72,729
+564
1627
$747K ﹤0.01%
24,843
-9,630
1628
$747K ﹤0.01%
16,020
-5,104
1629
$746K ﹤0.01%
11,858
-21,254
1630
$746K ﹤0.01%
19,255
-4,100
1631
$745K ﹤0.01%
3,678
-674
1632
$743K ﹤0.01%
+60,566
1633
$743K ﹤0.01%
2,366
-155
1634
$741K ﹤0.01%
11,479
+149
1635
$740K ﹤0.01%
36,549
-30,028
1636
$739K ﹤0.01%
50,945
1637
$738K ﹤0.01%
18,580
+2,510
1638
$737K ﹤0.01%
28,700
+1,800
1639
$737K ﹤0.01%
25,805
-405
1640
$736K ﹤0.01%
+15,536
1641
$733K ﹤0.01%
39,926
+19,759
1642
$733K ﹤0.01%
38,850
+597
1643
$731K ﹤0.01%
11,567
+408
1644
$731K ﹤0.01%
39,925
-2,971
1645
$731K ﹤0.01%
12,311
-789
1646
$729K ﹤0.01%
89,315
+2,935
1647
$729K ﹤0.01%
65,988
+1,612
1648
$728K ﹤0.01%
37,587
-2,501
1649
$727K ﹤0.01%
29,776
-592
1650
$727K ﹤0.01%
27,337
-11,140
64 65
66
67 68