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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$63.5M
2
+$43.5M
3
+$34.8M
4
PARA
Paramount Global Class B
PARA
+$31.7M
5
ACN icon
Accenture
ACN
+$31.4M

Top Sells

1
+$54.4M
2
+$43.6M
3
+$30.2M
4
ETP
Energy Transfer Partners L.p.
ETP
+$27.9M
5
VFC icon
VF Corp
VFC
+$26.4M

Sector Composition

1 Healthcare 11.82%
2 Financials 11.22%
3 Technology 11.01%
4 Industrials 9.1%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-12,771
2502
– –
-9,514
2503
– –
-14,620
2504
– –
-252,357
2505
– –
-543
2506
– –
-68
2507
– –
-5,697
2508
– –
-63,362
2509
– –
-109,481
2510
– –
-7,563
2511
– –
-10,584
2512
– –
-10,194
2513
– –
-22,381
2514
– –
-10,050
2515
– –
-74,200
2516
– –
-10,825
2517
– –
-54,052
2518
– –
-13,860
2519
– –
-47,904
2520
– –
-10,642
2521
– –
-25,363
2522
– –
-8,215
2523
– –
-90,565
2524
– –
-13,776
2525
– –
-43,643
99 100
101
102 103