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
2001
$392K ﹤0.01%
2,058
+134
2002
$392K ﹤0.01%
8,294
+251
2003
$390K ﹤0.01%
9,853
+237
2004
$388K ﹤0.01%
70,914
-257,692
2005
$387K ﹤0.01%
19,689
-1,399
2006
$386K ﹤0.01%
5,266
-102
2007
$385K ﹤0.01%
39,499
+8,342
2008
$385K ﹤0.01%
7,494
+476
2009
$384K ﹤0.01%
22,908
+50
2010
$384K ﹤0.01%
22,828
-5,094
2011
$383K ﹤0.01%
33,873
+16,710
2012
$382K ﹤0.01%
11,852
+1,200
2013
$381K ﹤0.01%
6,535
+1,813
2014
$380K ﹤0.01%
+31,893
2015
$380K ﹤0.01%
22,793
-1,659
2016
$380K ﹤0.01%
28,500
-500
2017
$379K ﹤0.01%
14,228
+2,991
2018
$379K ﹤0.01%
2,084
-1,004
2019
$377K ﹤0.01%
10,340
+10
2020
$377K ﹤0.01%
10,694
+96
2021
$376K ﹤0.01%
5,722
+226
2022
$375K ﹤0.01%
4,972
-3,843
2023
$375K ﹤0.01%
10,914
+9
2024
$374K ﹤0.01%
17,834
+6,523
2025
$373K ﹤0.01%
13,388
+2,045
79 80
81
82 83