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
2501
– –
-60,186
2502
– –
-4,006
2503
– –
-6,102
2504
– –
-27,267
2505
– –
-10,813
2506
– –
-8,874
2507
– –
-8,334
2508
– –
-3,696
2509
– –
-100,200
2510
– –
-29,075
2511
– –
-30,739
2512
– –
-20,936
2513
– –
-8,022
2514
– –
-286,734
2515
– –
-11,333
2516
– –
-19,040
2517
– –
-11,827
2518
– –
-100,900
2519
– –
-10,300
2520
– –
-13,229
2521
– –
-19,968
2522
– –
-5
2523
– –
-195,388
2524
– –
-10,646
2525
– –
-3,073
99 100
101
102 103