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
1751
$620K ﹤0.01%
24,284
-46,377
1752
$619K ﹤0.01%
18,663
-879
1753
$615K ﹤0.01%
47,967
+1,708
1754
$612K ﹤0.01%
8,882
+328
1755
$611K ﹤0.01%
35,508
+2,020
1756
$605K ﹤0.01%
11,352
+3,958
1757
$605K ﹤0.01%
9,952
-988
1758
$601K ﹤0.01%
13,688
-2,081
1759
$601K ﹤0.01%
13,178
-1,052
1760
$599K ﹤0.01%
42,966
-474
1761
$599K ﹤0.01%
39,039
-10,916
1762
$597K ﹤0.01%
79,062
+13,650
1763
$595K ﹤0.01%
35,112
-10,211
1764
$593K ﹤0.01%
13,661
-29,768
1765
$592K ﹤0.01%
4,631
-3,844
1766
$591K ﹤0.01%
49,885
+4,066
1767
$591K ﹤0.01%
+8,679
1768
$590K ﹤0.01%
8,232
+860
1769
$589K ﹤0.01%
43,200
+15,525
1770
$588K ﹤0.01%
43,831
-24,452
1771
$587K ﹤0.01%
8,155
+142
1772
$586K ﹤0.01%
13,083
+1,989
1773
$586K ﹤0.01%
31,370
-2,854
1774
$586K ﹤0.01%
27,373
+1,032
1775
$585K ﹤0.01%
13,638
+1,630
69 70
71
72 73