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
2326
$193K ﹤0.01%
13,759
-5,376
2327
$192K ﹤0.01%
13,244
+800
2328
$192K ﹤0.01%
12,633
-8,220
2329
$190K ﹤0.01%
17,733
-1,744
2330
$190K ﹤0.01%
13,930
+1,300
2331
$188K ﹤0.01%
+13,905
2332
$187K ﹤0.01%
11,734
-3,821
2333
$186K ﹤0.01%
38,354
+17,534
2334
$186K ﹤0.01%
12,868
+2,343
2335
$184K ﹤0.01%
14,532
2336
$184K ﹤0.01%
11,002
-1,298
2337
$184K ﹤0.01%
+18,918
2338
$182K ﹤0.01%
10,632
+183
2339
$181K ﹤0.01%
36,928
-3,883
2340
$181K ﹤0.01%
82,485
-1,602
2341
$179K ﹤0.01%
33,542
+9,800
2342
$179K ﹤0.01%
10,000
-3,125
2343
$175K ﹤0.01%
14,100
2344
$175K ﹤0.01%
+12,220
2345
$174K ﹤0.01%
25,563
+24
2346
$171K ﹤0.01%
41,000
+4,500
2347
$170K ﹤0.01%
+22,800
2348
$170K ﹤0.01%
19,892
-952
2349
$169K ﹤0.01%
+20,346
2350
$168K ﹤0.01%
12,950
92 93
94
95 96