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
2426
$81K ﹤0.01%
3,426
-581
2427
$79K ﹤0.01%
12,611
2428
$78K ﹤0.01%
3,657
-67
2429
$76K ﹤0.01%
10,282
-3,554
2430
$74K ﹤0.01%
154
+3
2431
$72K ﹤0.01%
15,816
-5,410
2432
$69K ﹤0.01%
13,540
2433
$69K ﹤0.01%
60,000
2434
$68K ﹤0.01%
+2,687
2435
$67K ﹤0.01%
16,200
-600
2436
$66K ﹤0.01%
21,100
-14,232
2437
$65K ﹤0.01%
60,954
-37,231
2438
$62K ﹤0.01%
+623
2439
$62K ﹤0.01%
13,398
+1,400
2440
$58K ﹤0.01%
62,500
+10,000
2441
$56K ﹤0.01%
13,149
+2,962
2442
$55K ﹤0.01%
10,000
2443
$53K ﹤0.01%
11,550
2444
$52K ﹤0.01%
11,237
2445
$52K ﹤0.01%
13,960
2446
$47K ﹤0.01%
+10,281
2447
$47K ﹤0.01%
+10,500
2448
$45K ﹤0.01%
18,890
+800
2449
$43K ﹤0.01%
7,081
2450
$40K ﹤0.01%
+215
96 97
98
99 100