Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$566M 2.09%
15,720,240
-342,744
2
$544M 2.01%
2,249,846
+181,507
3
$388M 1.43%
4,243,686
+167,637
4
$363M 1.34%
5,263,503
-792,367
5
$337M 1.25%
2,549,741
-35,701
6
$309M 1.14%
3,829,816
-53,366
7
$264M 0.98%
8,442,250
-226,986
8
$255M 0.94%
1,375,824
+32,287
9
$250M 0.93%
7,859,136
+132,925
10
$247M 0.91%
5,298,000
-1,100
11
$222M 0.82%
3,646,718
+466,514
12
$219M 0.81%
1,692,797
-168,716
13
$216M 0.8%
1,871,066
-107,411
14
$215M 0.8%
2,470,799
+47,282
15
$212M 0.78%
3,471,192
+125,672
16
$210M 0.78%
2,891,869
-9,035
17
$203M 0.75%
1,943,654
-9,682
18
$194M 0.72%
2,214,016
+309,713
19
$192M 0.71%
968,681
-28,261
20
$187M 0.69%
4,170,744
+150,533
21
$184M 0.68%
1,751,794
+219,738
22
$174M 0.64%
3,896,205
-179,096
23
$173M 0.64%
6,071,228
+110,556
24
$173M 0.64%
777,496
+83,881
25
$172M 0.63%
1,118,868
+78,723
1
2 3 4 5