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
2076
$330K ﹤0.01%
13,964
-3,675
2077
$329K ﹤0.01%
13,094
-1,116
2078
$329K ﹤0.01%
16,000
2079
$328K ﹤0.01%
8,215
+2,390
2080
$328K ﹤0.01%
18,688
-1,467
2081
$328K ﹤0.01%
7,762
+1,716
2082
$327K ﹤0.01%
12,150
+2,235
2083
$327K ﹤0.01%
+10,630
2084
$327K ﹤0.01%
38,441
-213
2085
$324K ﹤0.01%
7,323
+1,360
2086
$324K ﹤0.01%
7,964
+1,893
2087
$323K ﹤0.01%
37,691
+3,978
2088
$322K ﹤0.01%
3,296
+4
2089
$321K ﹤0.01%
20,000
2090
$319K ﹤0.01%
15,183
+4,405
2091
$317K ﹤0.01%
14,220
2092
$317K ﹤0.01%
24,560
-11,527
2093
$316K ﹤0.01%
+22,228
2094
$316K ﹤0.01%
42,434
-4,236
2095
$315K ﹤0.01%
24,353
+4,206
2096
$315K ﹤0.01%
38,788
+2,400
2097
$314K ﹤0.01%
+9,439
2098
$314K ﹤0.01%
31,743
+11,567
2099
$313K ﹤0.01%
24,094
2100
$313K ﹤0.01%
6,490
82 83
84
85 86