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 11.01%
4 Industrials 9.1%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-5,115
2502
– –
-9,920
2503
– –
-30,289
2504
– –
-34,978
2505
– –
-45,353
2506
– –
-16,740
2507
– –
-12,247
2508
– –
-7,342
2509
– –
-13,227
2510
– –
-4,051
2511
– –
-38,628
2512
– –
-6,447
2513
– –
-252,357
2514
– –
-2,100
2515
– –
-34,766
2516
– –
-36,316
2517
– –
-35,071
2518
– –
-12,900
2519
– –
-13,300
2520
– –
-56,200
2521
– –
-90,051
2522
– –
-20,401
2523
– –
-84,036
2524
– –
-16,407
2525
– –
-301,040
99 100
101
102 103