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
2051
$349K ﹤0.01%
+10,190
2052
$349K ﹤0.01%
7,915
-31,240
2053
$349K ﹤0.01%
4,379
+23
2054
$348K ﹤0.01%
6,566
-4,403
2055
$345K ﹤0.01%
3,357
-51
2056
$344K ﹤0.01%
4,542
+756
2057
$343K ﹤0.01%
20,648
+3,811
2058
$343K ﹤0.01%
17,001
+1,935
2059
$343K ﹤0.01%
16,366
+63
2060
$343K ﹤0.01%
13,826
-3,489
2061
$342K ﹤0.01%
19,750
-90
2062
$342K ﹤0.01%
16,920
-6,190
2063
$341K ﹤0.01%
5,434
+2,119
2064
$340K ﹤0.01%
24,942
+1,171
2065
$339K ﹤0.01%
25,364
-200
2066
$338K ﹤0.01%
28,188
-10,494
2067
$338K ﹤0.01%
8,211
-494
2068
$337K ﹤0.01%
10,921
+1,030
2069
$336K ﹤0.01%
2,949
+43
2070
$335K ﹤0.01%
2,505
+177
2071
$335K ﹤0.01%
11,275
-27,550
2072
$334K ﹤0.01%
21,715
-264,100
2073
$332K ﹤0.01%
10,285
+4,433
2074
$331K ﹤0.01%
10,067
-4,407
2075
$331K ﹤0.01%
9,525
+1,200
81 82
83
84 85