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
2451
$40K ﹤0.01%
4,308
+2,470
2452
$39K ﹤0.01%
+10,000
2453
$38K ﹤0.01%
1,060
-148
2454
$38K ﹤0.01%
10,200
-3,000
2455
$37K ﹤0.01%
3,212
+656
2456
$34K ﹤0.01%
+188
2457
$31K ﹤0.01%
+1,358
2458
$28K ﹤0.01%
680
-2,367
2459
$28K ﹤0.01%
240
2460
$26K ﹤0.01%
1,037
2461
$26K ﹤0.01%
18,253
-2,171
2462
$25K ﹤0.01%
1,075
-58
2463
$25K ﹤0.01%
+12,000
2464
$24K ﹤0.01%
55
+23
2465
$24K ﹤0.01%
3,278
+2,250
2466
$23K ﹤0.01%
20,474
-1,800
2467
$23K ﹤0.01%
30,840
+888
2468
$17K ﹤0.01%
1,198
2469
$15K ﹤0.01%
3,543
2470
$13K ﹤0.01%
1,714
-2,215
2471
$11K ﹤0.01%
1,375
-125
2472
$11K ﹤0.01%
10,000
2473
$7K ﹤0.01%
+2,250
2474
$7K ﹤0.01%
11,780
-7,144
2475
$7K ﹤0.01%
56,876
+7,472
97 98
99
100 101