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
151
$41.9M 0.16%
810,468
+111,126
152
$41.4M 0.15%
680,185
+30,477
153
$41.3M 0.15%
499,649
+28,162
154
$40.8M 0.15%
475,331
+12,210
155
$40.3M 0.15%
518,023
+110,887
156
$40.2M 0.15%
148,278
+34,992
157
$40.1M 0.15%
156,327
+35,460
158
$39.9M 0.15%
537,637
-1,007
159
$39.6M 0.15%
734,366
-46,744
160
$39M 0.14%
241,113
-2,309
161
$38.4M 0.14%
710,791
-11,692
162
$38.4M 0.14%
730,425
-161,238
163
$37.8M 0.14%
461,836
+3,405
164
$37.7M 0.14%
267,354
+100,886
165
$37.5M 0.14%
587,038
-146,720
166
$37.2M 0.14%
75,914
-3,202
167
$37M 0.14%
473,222
+1,623
168
$36.8M 0.14%
1,164,724
+148,176
169
$36.6M 0.14%
1,319,180
+43,891
170
$36.3M 0.13%
560,013
+331,090
171
$36.3M 0.13%
437,118
-161,181
172
$36.1M 0.13%
301,610
+14,592
173
$35.9M 0.13%
271,857
+33,778
174
$35.9M 0.13%
303,287
+14,377
175
$35.8M 0.13%
461,186
+82,970
5 6
7
8 9