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
2176
$264K ﹤0.01%
2,026
-87
2177
$263K ﹤0.01%
36,447
+2,711
2178
$262K ﹤0.01%
7,298
-100
2179
$262K ﹤0.01%
10,901
-142
2180
$261K ﹤0.01%
+2,587
2181
$259K ﹤0.01%
13,197
-7,500
2182
$257K ﹤0.01%
12,762
+487
2183
$256K ﹤0.01%
16,850
2184
$256K ﹤0.01%
13,520
-1,405
2185
$255K ﹤0.01%
4,108
-110
2186
$255K ﹤0.01%
2,293
2187
$254K ﹤0.01%
16,804
-3,291
2188
$254K ﹤0.01%
24,293
+191
2189
$253K ﹤0.01%
20,597
-217
2190
$253K ﹤0.01%
7,401
-2,759
2191
$252K ﹤0.01%
5,965
+830
2192
$252K ﹤0.01%
7,106
+551
2193
$251K ﹤0.01%
15,955
-2,835
2194
$251K ﹤0.01%
4,344
-523
2195
$251K ﹤0.01%
2,586
-1,606
2196
$250K ﹤0.01%
+11,872
2197
$250K ﹤0.01%
+2,250
2198
$249K ﹤0.01%
11,888
-1,332
2199
$248K ﹤0.01%
5,620
+136
2200
$248K ﹤0.01%
4,411
-598
86 87
88
89 90