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
1676
$699K ﹤0.01%
8,216
-2,890
1677
$698K ﹤0.01%
43,280
+2,400
1678
$698K ﹤0.01%
29,767
-1,965
1679
$696K ﹤0.01%
43,903
+1,605
1680
$695K ﹤0.01%
6,711
+470
1681
$694K ﹤0.01%
53,146
+2,530
1682
$694K ﹤0.01%
15,736
-754
1683
$693K ﹤0.01%
2,555
+1,410
1684
$693K ﹤0.01%
+32,233
1685
$690K ﹤0.01%
5,435
-75
1686
$690K ﹤0.01%
20,530
+200
1687
$689K ﹤0.01%
9,443
+805
1688
$688K ﹤0.01%
38,012
-518
1689
$687K ﹤0.01%
+16,882
1690
$686K ﹤0.01%
48,762
+503
1691
$686K ﹤0.01%
68,309
-8,180
1692
$685K ﹤0.01%
39,176
-3,436
1693
$685K ﹤0.01%
22,404
+477
1694
$684K ﹤0.01%
27,560
+4,326
1695
$684K ﹤0.01%
39,860
+4,290
1696
$683K ﹤0.01%
17,012
+8,294
1697
$682K ﹤0.01%
28,945
-80,725
1698
$679K ﹤0.01%
50,424
+7,074
1699
$679K ﹤0.01%
71,943
+3,441
1700
$676K ﹤0.01%
9,710
+256
66 67
68
69 70