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
1701
$676K ﹤0.01%
283,333
+48,783
1702
$676K ﹤0.01%
6,712
+1,689
1703
$676K ﹤0.01%
11,821
+2,139
1704
$675K ﹤0.01%
4,716
+97
1705
$675K ﹤0.01%
24,636
+100
1706
$674K ﹤0.01%
9,785
+6,145
1707
$674K ﹤0.01%
36,893
-540
1708
$672K ﹤0.01%
53,205
+900
1709
$671K ﹤0.01%
32,055
+3,110
1710
$667K ﹤0.01%
60,500
+2,500
1711
$666K ﹤0.01%
45,583
+11,700
1712
$665K ﹤0.01%
9,968
-2,718
1713
$664K ﹤0.01%
31,482
+1,608
1714
$664K ﹤0.01%
81,518
+410
1715
$663K ﹤0.01%
19,063
+1,637
1716
$663K ﹤0.01%
14,311
-1,613
1717
$662K ﹤0.01%
14,671
+3,550
1718
$662K ﹤0.01%
18,898
+224
1719
$660K ﹤0.01%
39,691
-2,255
1720
$659K ﹤0.01%
16,230
+1,214
1721
$659K ﹤0.01%
1,025
-60
1722
$659K ﹤0.01%
96,808
+6,836
1723
$658K ﹤0.01%
13,359
-25,849
1724
$656K ﹤0.01%
6,800
+800
1725
$655K ﹤0.01%
+17,980
67 68
69
70 71