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
2401
$120K ﹤0.01%
2,182
+517
2402
$118K ﹤0.01%
4,513
2403
$116K ﹤0.01%
+10,000
2404
$116K ﹤0.01%
10,413
-1,090
2405
$115K ﹤0.01%
11,500
-1,500
2406
$114K ﹤0.01%
+1,746
2407
$113K ﹤0.01%
+13,043
2408
$110K ﹤0.01%
+24,240
2409
$109K ﹤0.01%
12,330
-3,649
2410
$107K ﹤0.01%
1,522
+79
2411
$107K ﹤0.01%
12,247
-3,199
2412
$107K ﹤0.01%
12,888
-1,092
2413
$103K ﹤0.01%
18,025
-2,530
2414
$103K ﹤0.01%
14,300
2415
$99K ﹤0.01%
34,945
-900
2416
$94K ﹤0.01%
1,526
-44
2417
$93K ﹤0.01%
+11,102
2418
$92K ﹤0.01%
10,000
2419
$91K ﹤0.01%
14,978
-2,192
2420
$88K ﹤0.01%
13,087
-18,300
2421
$88K ﹤0.01%
15,355
-10,350
2422
$88K ﹤0.01%
13,338
-2,075
2423
$88K ﹤0.01%
+2,750
2424
$87K ﹤0.01%
20,000
2425
$83K ﹤0.01%
+12,000
95 96
97
98 99