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
2301
$204K ﹤0.01%
+28,300
2302
$204K ﹤0.01%
+6,591
2303
$203K ﹤0.01%
3,889
-67
2304
$203K ﹤0.01%
8,203
-2,377
2305
$203K ﹤0.01%
2,927
+128
2306
$202K ﹤0.01%
6,440
-3,560
2307
$202K ﹤0.01%
+3,240
2308
$202K ﹤0.01%
19,839
-1,394
2309
$202K ﹤0.01%
+2,166
2310
$202K ﹤0.01%
+7,162
2311
$201K ﹤0.01%
+2,894
2312
$200K ﹤0.01%
4,219
2313
$200K ﹤0.01%
121
-56
2314
$199K ﹤0.01%
18,114
-92
2315
$199K ﹤0.01%
1,282
-689
2316
$198K ﹤0.01%
24,551
-2,975
2317
$198K ﹤0.01%
27,507
+16,671
2318
$198K ﹤0.01%
46,055
+300
2319
$198K ﹤0.01%
14,021
-492
2320
$198K ﹤0.01%
11,064
+1,038
2321
$197K ﹤0.01%
20,778
+2,659
2322
$196K ﹤0.01%
+11,600
2323
$195K ﹤0.01%
16,481
-500
2324
$194K ﹤0.01%
5,871
-3,588
2325
$193K ﹤0.01%
10,428
-34,732
91 92
93
94 95