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
1851
$518K ﹤0.01%
15,713
-101
1852
$518K ﹤0.01%
60,138
1853
$517K ﹤0.01%
45,280
-510
1854
$514K ﹤0.01%
18,036
+336
1855
$514K ﹤0.01%
85,915
+61,103
1856
$512K ﹤0.01%
11,215
+3,883
1857
$512K ﹤0.01%
15,972
+6,519
1858
$511K ﹤0.01%
12,009
-21,670
1859
$511K ﹤0.01%
23,087
+300
1860
$510K ﹤0.01%
10,066
+1,427
1861
$509K ﹤0.01%
10,042
-1,311
1862
$509K ﹤0.01%
3,580
-338
1863
$508K ﹤0.01%
11,352
-340
1864
$508K ﹤0.01%
+15,981
1865
$507K ﹤0.01%
7,837
+930
1866
$507K ﹤0.01%
74,365
+49,350
1867
$505K ﹤0.01%
14,209
-1,376
1868
$504K ﹤0.01%
10,611
+1,149
1869
$503K ﹤0.01%
24,069
+159
1870
$502K ﹤0.01%
22,114
-2,145
1871
$502K ﹤0.01%
6,416
+13
1872
$501K ﹤0.01%
1,476
+728
1873
$500K ﹤0.01%
1,014
+32
1874
$499K ﹤0.01%
19,359
+4,732
1875
$497K ﹤0.01%
4,959
+140
73 74
75
76 77