Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
1126
$1.9M 0.01%
19,362
+2,326
1127
$1.89M 0.01%
63,123
+22,429
1128
$1.89M 0.01%
36,058
-746
1129
$1.89M 0.01%
18,716
+3,676
1130
$1.89M 0.01%
43,385
-4,039
1131
$1.88M 0.01%
122,633
-3,617
1132
$1.88M 0.01%
188,484
-20,229
1133
$1.87M 0.01%
21,290
-35,185
1134
$1.87M 0.01%
97,947
-9,222
1135
$1.86M 0.01%
46,313
+7,161
1136
$1.85M 0.01%
37,984
-3,923
1137
$1.85M 0.01%
403,200
-11,411
1138
$1.84M 0.01%
237,611
-6,223
1139
$1.83M 0.01%
43,035
+183
1140
$1.83M 0.01%
34,485
+1,272
1141
$1.82M 0.01%
181,125
+11,940
1142
$1.82M 0.01%
210,663
+48,247
1143
$1.82M 0.01%
31,440
+10,707
1144
$1.82M 0.01%
44,336
+173
1145
$1.81M 0.01%
40,081
-1,933
1146
$1.8M 0.01%
64,441
-6,560
1147
$1.8M 0.01%
37,487
-127,413
1148
$1.8M 0.01%
16,111
-255
1149
$1.79M 0.01%
27,658
-4,145
1150
$1.79M 0.01%
34,894
-75
44 45
46
47 48