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
1951
$424K ﹤0.01%
+8,382
1952
$424K ﹤0.01%
+8,612
1953
$424K ﹤0.01%
27,730
+12,233
1954
$423K ﹤0.01%
4,515
-1,386
1955
$423K ﹤0.01%
9,146
-4,488
1956
$423K ﹤0.01%
19,830
+3,779
1957
$421K ﹤0.01%
14,081
+124
1958
$421K ﹤0.01%
9,045
+1,847
1959
$420K ﹤0.01%
12,294
-10,983
1960
$418K ﹤0.01%
6,320
+285
1961
$417K ﹤0.01%
9,778
+304
1962
$417K ﹤0.01%
5,024
-868
1963
$416K ﹤0.01%
+6,366
1964
$416K ﹤0.01%
102,772
-5,212
1965
$416K ﹤0.01%
6,265
+500
1966
$416K ﹤0.01%
+9,417
1967
$415K ﹤0.01%
7,271
+447
1968
$414K ﹤0.01%
8,943
-4,213
1969
$412K ﹤0.01%
29,797
-2,074
1970
$412K ﹤0.01%
+38,400
1971
$411K ﹤0.01%
4,826
+154
1972
$410K ﹤0.01%
5,660
+812
1973
$409K ﹤0.01%
8,000
+446
1974
$407K ﹤0.01%
13,447
+784
1975
$407K ﹤0.01%
8,636
-200
77 78
79
80 81