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
2351
$168K ﹤0.01%
28,075
-700
2352
$168K ﹤0.01%
+4,156
2353
$166K ﹤0.01%
+10,739
2354
$165K ﹤0.01%
29,478
+1,880
2355
$164K ﹤0.01%
14,239
-66
2356
$162K ﹤0.01%
14,100
+2,285
2357
$156K ﹤0.01%
17,433
+2,027
2358
$155K ﹤0.01%
12,547
+1,316
2359
$154K ﹤0.01%
15,320
+2,540
2360
$152K ﹤0.01%
10,876
-113,938
2361
$152K ﹤0.01%
+12,000
2362
$151K ﹤0.01%
+11,733
2363
$151K ﹤0.01%
14,110
-3,322
2364
$151K ﹤0.01%
48,769
-6,522
2365
$150K ﹤0.01%
10,609
+202
2366
$150K ﹤0.01%
11,019
+226
2367
$149K ﹤0.01%
5,352
-597
2368
$148K ﹤0.01%
18,970
-7,057
2369
$147K ﹤0.01%
24,570
-5,750
2370
$145K ﹤0.01%
22,862
-11,246
2371
$145K ﹤0.01%
15,127
-269
2372
$142K ﹤0.01%
1,913
+447
2373
$141K ﹤0.01%
+12,800
2374
$141K ﹤0.01%
+10,947
2375
$140K ﹤0.01%
10,000
93 94
95
96 97