We are live on ! Find out more
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
2526
– –
-107,194
2527
– –
-14,600
2528
– –
-27,345
2529
– –
-5,032
2530
– –
-23,742
2531
– –
-58,931
2532
– –
-21,583
2533
– –
-8,601
2534
– –
-13,356
2535
– –
-13,804
2536
– –
-2,025
2537
– –
-11,905
2538
– –
-38,600
2539
– –
-35,288
2540
– –
-6,102
2541
– –
-27,267
2542
– –
-10,813
2543
– –
-8,874
2544
– –
-100,200
2545
– –
-29,075
2546
– –
-11,770
2547
– –
-10,285
2548
– –
-4,000
2549
– –
-11,333
2550
– –
-19,040
100 101
102
103 104