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
2201
$248K ﹤0.01%
8,081
-12,353
2202
$247K ﹤0.01%
5,727
-313
2203
$247K ﹤0.01%
+26,990
2204
$246K ﹤0.01%
4,410
2205
$246K ﹤0.01%
29,721
+5,819
2206
$245K ﹤0.01%
34,703
-133
2207
$245K ﹤0.01%
13,050
2208
$244K ﹤0.01%
12,737
+695
2209
$244K ﹤0.01%
+8,560
2210
$244K ﹤0.01%
5,146
-623
2211
$243K ﹤0.01%
9,895
+1,591
2212
$242K ﹤0.01%
10,307
-1,022
2213
$242K ﹤0.01%
+5,452
2214
$242K ﹤0.01%
7,533
+1,294
2215
$242K ﹤0.01%
13,271
2216
$241K ﹤0.01%
31,737
-3,142
2217
$241K ﹤0.01%
10,041
+856
2218
$240K ﹤0.01%
4,122
+162
2219
$240K ﹤0.01%
+2,740
2220
$240K ﹤0.01%
+6,913
2221
$240K ﹤0.01%
13,827
-1,388
2222
$240K ﹤0.01%
20,601
+5,912
2223
$239K ﹤0.01%
8,116
-184
2224
$238K ﹤0.01%
7,818
-353
2225
$238K ﹤0.01%
+2,500
87 88
89
90 91