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
2376
$139K ﹤0.01%
20,991
+402
2377
$138K ﹤0.01%
13,896
+1
2378
$136K ﹤0.01%
20,100
-500
2379
$135K ﹤0.01%
10,519
-588
2380
$135K ﹤0.01%
25,000
2381
$134K ﹤0.01%
13,505
-23,307
2382
$133K ﹤0.01%
11,243
-1,455
2383
$133K ﹤0.01%
10,077
-10,653
2384
$132K ﹤0.01%
45,490
2385
$132K ﹤0.01%
10,943
-420
2386
$132K ﹤0.01%
11,316
-42
2387
$132K ﹤0.01%
11,916
+310
2388
$131K ﹤0.01%
+12,225
2389
$129K ﹤0.01%
3,201
+361
2390
$129K ﹤0.01%
12,521
2391
$128K ﹤0.01%
15,267
2392
$128K ﹤0.01%
1,492
-1,170
2393
$127K ﹤0.01%
3,935
-861
2394
$126K ﹤0.01%
+15,692
2395
$125K ﹤0.01%
+10,759
2396
$124K ﹤0.01%
2
-1
2397
$123K ﹤0.01%
19,465
+8,140
2398
$121K ﹤0.01%
21,198
-2
2399
$120K ﹤0.01%
31,081
-1,000
2400
$120K ﹤0.01%
11,040
-41
94 95
96
97 98