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
1776
$584K ﹤0.01%
25,640
+6,240
1777
$584K ﹤0.01%
17,661
+909
1778
$584K ﹤0.01%
13,492
-1,347
1779
$583K ﹤0.01%
11,185
-267
1780
$582K ﹤0.01%
38,085
+1,926
1781
$581K ﹤0.01%
+19,500
1782
$580K ﹤0.01%
25,922
-620
1783
$579K ﹤0.01%
21,918
+10,368
1784
$579K ﹤0.01%
9,672
+1,303
1785
$577K ﹤0.01%
36,296
+661
1786
$577K ﹤0.01%
16,240
1787
$576K ﹤0.01%
25,704
+7,192
1788
$576K ﹤0.01%
9,186
+455
1789
$575K ﹤0.01%
6,704
-4,219
1790
$575K ﹤0.01%
+19,837
1791
$575K ﹤0.01%
6,556
+992
1792
$574K ﹤0.01%
20,628
-3,108
1793
$573K ﹤0.01%
12,434
-4,449
1794
$573K ﹤0.01%
40,861
-1,187
1795
$573K ﹤0.01%
27,216
+1,327
1796
$573K ﹤0.01%
10,421
1797
$572K ﹤0.01%
8,752
-30,425
1798
$571K ﹤0.01%
14,067
+444
1799
$571K ﹤0.01%
9,060
+2,016
1800
$569K ﹤0.01%
78,562
70 71
72
73 74