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
2151
$279K ﹤0.01%
2,311
-679
2152
$278K ﹤0.01%
12,312
+379
2153
$278K ﹤0.01%
25,573
-1,706
2154
$278K ﹤0.01%
23,300
2155
$277K ﹤0.01%
34,124
-1,820
2156
$277K ﹤0.01%
38,465
-82
2157
$277K ﹤0.01%
9,383
+1,117
2158
$276K ﹤0.01%
12,214
+318
2159
$276K ﹤0.01%
4,660
-180
2160
$275K ﹤0.01%
10,000
-2,000
2161
$275K ﹤0.01%
11,175
+547
2162
$275K ﹤0.01%
13,230
-833
2163
$275K ﹤0.01%
4,580
+37
2164
$274K ﹤0.01%
+6,789
2165
$274K ﹤0.01%
28,090
-451
2166
$274K ﹤0.01%
6,195
-192
2167
$273K ﹤0.01%
5,220
-97
2168
$273K ﹤0.01%
21,569
-10,000
2169
$272K ﹤0.01%
73,836
+5,207
2170
$270K ﹤0.01%
2,631
-272
2171
$270K ﹤0.01%
+2,458
2172
$265K ﹤0.01%
12,237
+607
2173
$265K ﹤0.01%
15,633
-841
2174
$265K ﹤0.01%
10,318
2175
$264K ﹤0.01%
1,890
-365
85 86
87
88 89