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
1876
$497K ﹤0.01%
8,166
+350
1877
$497K ﹤0.01%
49,489
+5,630
1878
$495K ﹤0.01%
30,436
+823
1879
$494K ﹤0.01%
+16,667
1880
$493K ﹤0.01%
14,000
1881
$491K ﹤0.01%
13,478
-570
1882
$491K ﹤0.01%
27,045
-1,499
1883
$488K ﹤0.01%
11,926
+3,967
1884
$487K ﹤0.01%
8,647
-831
1885
$487K ﹤0.01%
41,833
-3,719
1886
$487K ﹤0.01%
36,328
-5,907
1887
$486K ﹤0.01%
9,223
+847
1888
$485K ﹤0.01%
10,564
+2,830
1889
$485K ﹤0.01%
11,033
-5,840
1890
$484K ﹤0.01%
+22,100
1891
$483K ﹤0.01%
19,100
-354
1892
$482K ﹤0.01%
10,935
-3
1893
$482K ﹤0.01%
59,343
+813
1894
$482K ﹤0.01%
23,053
+11,961
1895
$481K ﹤0.01%
26,432
-599
1896
$481K ﹤0.01%
17,901
-1,026
1897
$479K ﹤0.01%
6,929
-257
1898
$479K ﹤0.01%
17,950
-47,332
1899
$476K ﹤0.01%
17,538
+1,663
1900
$473K ﹤0.01%
21,544
+953
74 75
76
77 78