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
2601
– –
-16,403
2602
– –
-45,353
2603
– –
-16,740
2604
– –
-13,227
2605
– –
-18,084
2606
– –
-8,334
2607
– –
-3,696
2608
– –
-6,447
2609
– –
-84,036
2610
– –
-16,407
2611
– –
-3,130
2612
– –
-17,322
2613
– –
-19,287
2614
– –
-58,489
2615
– –
-13,500
2616
– –
-7,253
2617
– –
-185,758
2618
– –
-20,200
2619
– –
-6,417
2620
– –
-60,186
2621
– –
-176,700
2622
– –
-188,637
2623
– –
-763,574
2624
– –
-178,851
2625
– –
-19,756
102 103 104
105
106