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
1926
$445K ﹤0.01%
38,461
+172
1927
$444K ﹤0.01%
+6,285
1928
$444K ﹤0.01%
34,227
+1,999
1929
$444K ﹤0.01%
9,320
+1,979
1930
$443K ﹤0.01%
14,960
-5
1931
$443K ﹤0.01%
13,172
+118
1932
$439K ﹤0.01%
5,263
+649
1933
$437K ﹤0.01%
32,997
-289,289
1934
$436K ﹤0.01%
3,011
+28
1935
$435K ﹤0.01%
42,502
-17,891
1936
$434K ﹤0.01%
32,500
+6,818
1937
$433K ﹤0.01%
35,000
1938
$433K ﹤0.01%
294
-3
1939
$431K ﹤0.01%
14,938
+100
1940
$430K ﹤0.01%
4,030
-119
1941
$429K ﹤0.01%
+3,076
1942
$428K ﹤0.01%
12,632
-170
1943
$428K ﹤0.01%
17,150
+240
1944
$428K ﹤0.01%
11,954
-458
1945
$427K ﹤0.01%
16,931
-13,112
1946
$425K ﹤0.01%
4,778
-168
1947
$425K ﹤0.01%
+17,163
1948
$425K ﹤0.01%
6,097
+305
1949
$424K ﹤0.01%
11,808
+125
1950
$424K ﹤0.01%
11,388
-410
76 77
78
79 80