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 11.02%
4 Industrials 9.09%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$406K ﹤0.01%
5,072
-128
1977
$406K ﹤0.01%
19,312
+406
1978
$406K ﹤0.01%
10,226
-39
1979
$404K ﹤0.01%
5,444
+2,494
1980
$404K ﹤0.01%
15,455
-100
1981
$404K ﹤0.01%
11,823
+2,175
1982
$403K ﹤0.01%
18,303
+2,427
1983
$402K ﹤0.01%
18,493
+75
1984
$402K ﹤0.01%
5,893
+378
1985
$401K ﹤0.01%
+4,998
1986
$400K ﹤0.01%
11,847
-905
1987
$400K ﹤0.01%
37,225
-29,225
1988
$398K ﹤0.01%
10,440
-113
1989
$398K ﹤0.01%
2,412
+102
1990
$398K ﹤0.01%
7,731
+647
1991
$397K ﹤0.01%
+10,778
1992
$397K ﹤0.01%
30,721
-100
1993
$396K ﹤0.01%
7,510
-880
1994
$396K ﹤0.01%
13,585
-21
1995
$396K ﹤0.01%
35,353
-38,109
1996
$395K ﹤0.01%
15,584
-280
1997
$394K ﹤0.01%
19,406
-48
1998
$393K ﹤0.01%
14,619
+128
1999
$393K ﹤0.01%
8,203
+203
2000
$392K ﹤0.01%
22,248
-4,812
78 79
80
81 82