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
2101
$312K ﹤0.01%
18,445
+5,795
2102
$312K ﹤0.01%
25,631
+6,500
2103
$312K ﹤0.01%
16,184
-37,652
2104
$311K ﹤0.01%
21,890
2105
$311K ﹤0.01%
29,477
+594
2106
$311K ﹤0.01%
6,624
-4,740
2107
$307K ﹤0.01%
8,423
-2,163
2108
$307K ﹤0.01%
+15,870
2109
$306K ﹤0.01%
1,533
+43
2110
$306K ﹤0.01%
20,044
-7,313
2111
$305K ﹤0.01%
11,361
+133
2112
$305K ﹤0.01%
9,129
-131
2113
$304K ﹤0.01%
12,065
+1,958
2114
$304K ﹤0.01%
+8,780
2115
$304K ﹤0.01%
5,656
-9,102
2116
$302K ﹤0.01%
+5,676
2117
$302K ﹤0.01%
3,016
-2
2118
$302K ﹤0.01%
50,335
+3,729
2119
$301K ﹤0.01%
+9,306
2120
$300K ﹤0.01%
+6,514
2121
$300K ﹤0.01%
+5,830
2122
$299K ﹤0.01%
4,618
-163
2123
$299K ﹤0.01%
+3,465
2124
$299K ﹤0.01%
26,823
-442
2125
$298K ﹤0.01%
22,855
-8,483
83 84
85
86 87