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
2601
– –
-12,011
2602
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-11,579
2603
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-2,373
2604
– –
-15,676
2605
– –
-5,842
2606
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-16,403
2607
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-11,230
2608
– –
-89,130
2609
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-9,892
2610
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-51,261
2611
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-55,782
2612
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-9,446
2613
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-16,913
2614
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-13,454
2615
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-3,939
2616
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-185,758
2617
– –
-20,200
2618
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-6,417
2619
– –
-60,186
2620
– –
-4,006
2621
– –
-176,700
2622
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-188,637
2623
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-763,574
2624
– –
-178,851
2625
– –
-19,756
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