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
1826
$536K ﹤0.01%
9,036
+1,959
1827
$534K ﹤0.01%
5,812
+2,765
1828
$534K ﹤0.01%
31,929
+7,548
1829
$534K ﹤0.01%
27,300
+300
1830
$533K ﹤0.01%
11,612
+1,055
1831
$532K ﹤0.01%
19,418
+673
1832
$530K ﹤0.01%
10,230
-1,480
1833
$527K ﹤0.01%
11,037
+1,626
1834
$527K ﹤0.01%
28,644
+11,051
1835
$527K ﹤0.01%
22,718
-5,360
1836
$527K ﹤0.01%
241,816
-14,450
1837
$526K ﹤0.01%
+40,715
1838
$526K ﹤0.01%
25,415
+4,400
1839
$525K ﹤0.01%
18,840
+8,000
1840
$525K ﹤0.01%
+26,300
1841
$524K ﹤0.01%
7,540
+115
1842
$523K ﹤0.01%
1,780
-161
1843
$523K ﹤0.01%
41,775
-1,119
1844
$522K ﹤0.01%
20,604
+1,527
1845
$521K ﹤0.01%
88,151
+13,608
1846
$520K ﹤0.01%
30,475
+8,094
1847
$520K ﹤0.01%
30,794
-40,690
1848
$520K ﹤0.01%
+21,388
1849
$519K ﹤0.01%
20,429
+11,279
1850
$518K ﹤0.01%
6,167
+1,978
72 73
74
75 76