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
1651
$725K ﹤0.01%
35,792
+3,700
1652
$725K ﹤0.01%
28,251
-4,017
1653
$724K ﹤0.01%
37,956
-370
1654
$724K ﹤0.01%
10,470
-341
1655
$723K ﹤0.01%
5,179
-1,173
1656
$720K ﹤0.01%
36,031
-9,186
1657
$720K ﹤0.01%
10,785
+844
1658
$719K ﹤0.01%
15,604
+5,877
1659
$717K ﹤0.01%
11,196
+2,403
1660
$715K ﹤0.01%
14,277
+4,485
1661
$714K ﹤0.01%
39,868
+11,095
1662
$713K ﹤0.01%
11,398
+1,204
1663
$712K ﹤0.01%
196,603
+33,146
1664
$711K ﹤0.01%
57,090
-501,370
1665
$710K ﹤0.01%
20,881
+778
1666
$709K ﹤0.01%
38,988
+2,327
1667
$709K ﹤0.01%
37,585
-1,820
1668
$706K ﹤0.01%
28,653
+1,231
1669
$705K ﹤0.01%
21,906
+5,688
1670
$704K ﹤0.01%
12,701
-768
1671
$704K ﹤0.01%
21,239
-14,811
1672
$703K ﹤0.01%
9,033
+3,219
1673
$702K ﹤0.01%
10,596
-2,138
1674
$702K ﹤0.01%
8,932
+132
1675
$701K ﹤0.01%
31,044
65 66
67
68 69