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
1801
$568K ﹤0.01%
35,667
-16,359
1802
$568K ﹤0.01%
19,356
-6,174
1803
$568K ﹤0.01%
43,610
-519
1804
$560K ﹤0.01%
12,321
-428
1805
$560K ﹤0.01%
9,434
-130
1806
$559K ﹤0.01%
13,189
+285
1807
$559K ﹤0.01%
11,610
+1,559
1808
$555K ﹤0.01%
59,163
-19,556
1809
$554K ﹤0.01%
53,650
-368,063
1810
$553K ﹤0.01%
32,622
+9,813
1811
$552K ﹤0.01%
52,454
+933
1812
$550K ﹤0.01%
5,190
-3,903
1813
$547K ﹤0.01%
60,526
+8,131
1814
$544K ﹤0.01%
16,447
-6,165
1815
$543K ﹤0.01%
18,327
+1,854
1816
$543K ﹤0.01%
+10,250
1817
$541K ﹤0.01%
47,078
+3,800
1818
$541K ﹤0.01%
4,264
+515
1819
$540K ﹤0.01%
23,712
+11,230
1820
$539K ﹤0.01%
5,924
+732
1821
$539K ﹤0.01%
29,752
-5,724
1822
$538K ﹤0.01%
13,286
-2,442
1823
$538K ﹤0.01%
9,821
+556
1824
$537K ﹤0.01%
5,809
-528
1825
$536K ﹤0.01%
24,476
+54
71 72
73
74 75