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
2126
$297K ﹤0.01%
13,997
+126
2127
$297K ﹤0.01%
15,614
-31
2128
$297K ﹤0.01%
2,776
-151
2129
$296K ﹤0.01%
17,336
-4,758
2130
$296K ﹤0.01%
27,238
+11,000
2131
$295K ﹤0.01%
+16,292
2132
$295K ﹤0.01%
+7,847
2133
$294K ﹤0.01%
18,740
+4,000
2134
$294K ﹤0.01%
10,540
2135
$293K ﹤0.01%
22,374
+4,212
2136
$293K ﹤0.01%
10,620
-450
2137
$293K ﹤0.01%
+11,607
2138
$291K ﹤0.01%
4,161
+67
2139
$291K ﹤0.01%
7,658
+246
2140
$289K ﹤0.01%
5,634
-543
2141
$287K ﹤0.01%
11,159
+2,926
2142
$286K ﹤0.01%
+3,789
2143
$283K ﹤0.01%
3,767
+136
2144
$283K ﹤0.01%
32,297
-2,152
2145
$281K ﹤0.01%
+11,980
2146
$281K ﹤0.01%
21,289
-530
2147
$281K ﹤0.01%
16,176
+67
2148
$280K ﹤0.01%
12,587
+2,668
2149
$280K ﹤0.01%
3,444
+392
2150
$279K ﹤0.01%
2,355
-134
84 85
86
87 88