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
1726
$654K ﹤0.01%
9,721
+5,348
1727
$654K ﹤0.01%
9,697
+1,266
1728
$654K ﹤0.01%
12,726
+241
1729
$652K ﹤0.01%
7,480
+3,616
1730
$651K ﹤0.01%
6,147
-1,290
1731
$650K ﹤0.01%
14,878
+406
1732
$648K ﹤0.01%
6,865
+1,038
1733
$644K ﹤0.01%
+14,774
1734
$643K ﹤0.01%
15,309
-258,564
1735
$642K ﹤0.01%
12,614
+1,402
1736
$642K ﹤0.01%
13,916
-3,018
1737
$640K ﹤0.01%
12,377
+1,309
1738
$640K ﹤0.01%
7,688
+1,360
1739
$639K ﹤0.01%
13,961
-134,939
1740
$638K ﹤0.01%
9,112
-1,594
1741
$637K ﹤0.01%
21,811
+4,703
1742
$632K ﹤0.01%
5,954
-683
1743
$632K ﹤0.01%
28,766
+8,383
1744
$631K ﹤0.01%
15,851
-670
1745
$630K ﹤0.01%
21,572
+1,608
1746
$624K ﹤0.01%
13,378
+632
1747
$624K ﹤0.01%
10,676
-62
1748
$624K ﹤0.01%
24,996
+17,066
1749
$624K ﹤0.01%
24,615
+1,978
1750
$621K ﹤0.01%
13,212
-113,523
68 69
70
71 72