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
201
$30.4M 0.11%
916,118
+55,095
202
$30M 0.11%
383,573
-80,726
203
$29.9M 0.11%
216,869
+12,451
204
$29.6M 0.11%
275,626
+8,020
205
$29.3M 0.11%
236,039
+24,203
206
$29.1M 0.11%
1,430,283
+1,320,119
207
$28.6M 0.11%
768,265
+30,173
208
$28.6M 0.11%
630,498
+281,959
209
$28.4M 0.11%
539,019
+6,818
210
$28.3M 0.1%
910,593
-6,624
211
$28.3M 0.1%
520,188
-69,782
212
$28.2M 0.1%
277,145
+140,266
213
$27.9M 0.1%
933,937
-141,763
214
$27.7M 0.1%
182,700
+181
215
$27.3M 0.1%
707,184
+3,198
216
$27.2M 0.1%
995,041
+58,176
217
$27.2M 0.1%
1,453,817
+26,652
218
$27.1M 0.1%
1,850,604
+40,959
219
$27.1M 0.1%
341,758
+79,693
220
$27M 0.1%
404,103
+11,925
221
$26.3M 0.1%
554,990
-30,754
222
$26.2M 0.1%
310,490
+39,101
223
$26.2M 0.1%
1,797,465
-260,895
224
$26.2M 0.1%
223,695
+8,823
225
$26.1M 0.1%
331,433
+33,926
7 8
9
10 11