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
2276
$214K ﹤0.01%
+5,071
2277
$214K ﹤0.01%
16,245
-855
2278
$213K ﹤0.01%
+7,861
2279
$213K ﹤0.01%
2,700
-150
2280
$213K ﹤0.01%
10,721
2281
$212K ﹤0.01%
+2,500
2282
$212K ﹤0.01%
12,923
-2,469
2283
$211K ﹤0.01%
+6,967
2284
$211K ﹤0.01%
16,801
-267
2285
$209K ﹤0.01%
7,598
-1,110
2286
$209K ﹤0.01%
11,684
-470
2287
$209K ﹤0.01%
+4,293
2288
$208K ﹤0.01%
56,000
-3,000
2289
$208K ﹤0.01%
1,489
-201
2290
$208K ﹤0.01%
444
2291
$207K ﹤0.01%
4,472
-221
2292
$207K ﹤0.01%
15,510
-2,639
2293
$207K ﹤0.01%
+9,429
2294
$206K ﹤0.01%
+4,772
2295
$205K ﹤0.01%
11,550
2296
$205K ﹤0.01%
18,186
-15,255
2297
$205K ﹤0.01%
27,700
+9,300
2298
$205K ﹤0.01%
12,700
2299
$205K ﹤0.01%
11,151
-2,529
2300
$205K ﹤0.01%
+4,231
90 91
92
93 94