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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
2551
– –
-11,827
2552
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-100,900
2553
– –
-10,300
2554
– –
-13,229
2555
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-19,968
2556
– –
-5
2557
– –
-195,388
2558
– –
-10,646
2559
– –
-3,073
2560
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-6,836
2561
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-6,174
2562
– –
-83,260
2563
– –
-38,837
2564
– –
-31,597
2565
– –
-752,349
2566
– –
-51,460
2567
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-34,969
2568
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-4,200
2569
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-25,001
2570
– –
-11,000
2571
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-9,221
2572
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-11,579
2573
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2574
– –
-15,676
2575
– –
-5,842
101 102
103
104 105