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
176
$35.7M 0.13%
347,587
-10,930
177
$35.4M 0.13%
502,512
+50,320
178
$35.4M 0.13%
251,074
+77,546
179
$35.3M 0.13%
298,393
-7,870
180
$35.3M 0.13%
543,943
+22,644
181
$35.1M 0.13%
660,777
+2,939
182
$35.1M 0.13%
453,653
+44,918
183
$34.3M 0.13%
512,038
+29,369
184
$34.1M 0.13%
1,035,254
-52,602
185
$33.7M 0.12%
371,893
-9,135
186
$32.2M 0.12%
271,063
-35,402
187
$32.1M 0.12%
167,752
-238,171
188
$31.9M 0.12%
414,232
-179,655
189
$31.6M 0.12%
1,100,766
+49,046
190
$31.5M 0.12%
252,395
+13,539
191
$31.3M 0.12%
712,010
-9,774
192
$31.2M 0.12%
1,020,059
-4,141
193
$31M 0.11%
802,253
-79,426
194
$31M 0.11%
888,793
-45,048
195
$31M 0.11%
886,609
+13,678
196
$31M 0.11%
1,193,223
-210,641
197
$30.9M 0.11%
331,635
+23,717
198
$30.8M 0.11%
275,437
+56,289
199
$30.7M 0.11%
328,902
+9,284
200
$30.5M 0.11%
599,532
+1,684
6 7
8
9 10