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
2526
– –
-3,130
2527
– –
-36,611
2528
– –
-14,620
2529
– –
-12,771
2530
– –
-9,514
2531
– –
-543
2532
– –
-68
2533
– –
-5,697
2534
– –
-63,362
2535
– –
-109,481
2536
– –
-18,084
2537
– –
-7,563
2538
– –
-10,584
2539
– –
-10,194
2540
– –
-22,381
2541
– –
-10,050
2542
– –
-74,200
2543
– –
-10,825
2544
– –
-54,052
2545
– –
-13,860
2546
– –
-47,904
2547
– –
-10,642
2548
– –
-25,363
2549
– –
-8,215
2550
– –
-13,776
100 101
102
103 104