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
1901
$470K ﹤0.01%
11,924
+2,675
1902
$468K ﹤0.01%
10,803
-3,435
1903
$468K ﹤0.01%
23,509
+7,348
1904
$466K ﹤0.01%
7,016
-457
1905
$464K ﹤0.01%
8,028
+287
1906
$463K ﹤0.01%
17,345
-2,876
1907
$461K ﹤0.01%
34,593
1908
$461K ﹤0.01%
13,572
+513
1909
$460K ﹤0.01%
4,863
+1
1910
$460K ﹤0.01%
12,034
+633
1911
$460K ﹤0.01%
8,769
+2,111
1912
$460K ﹤0.01%
13,598
+50
1913
$457K ﹤0.01%
36,153
-4,061
1914
$457K ﹤0.01%
113,630
1915
$457K ﹤0.01%
7,674
+500
1916
$456K ﹤0.01%
12,672
-5,145
1917
$455K ﹤0.01%
17,123
-1,262
1918
$455K ﹤0.01%
11,894
-20,364
1919
$453K ﹤0.01%
+10,607
1920
$451K ﹤0.01%
25,917
1921
$450K ﹤0.01%
15,147
+313
1922
$448K ﹤0.01%
39,961
+1,282
1923
$448K ﹤0.01%
7,155
-2,000
1924
$446K ﹤0.01%
10,768
+238
1925
$446K ﹤0.01%
4,740
-2,755
75 76
77
78 79