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
$71.1B
AUM Growth
-$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,461
New
Increased
Reduced
Closed

Top Buys

1
+$258M
2
+$94.2M
3
+$56M
4
WDAY icon
Workday
WDAY
+$47.9M
5
IFF icon
International Flavors & Fragrances
IFF
+$39M

Top Sells

1
+$318M
2
+$68.7M
3
+$56M
4
T icon
AT&T
T
+$33.3M
5
AAPL icon
Apple
AAPL
+$29.3M

Sector Composition

1 Technology 18.03%
2 Healthcare 10.44%
3 Industrials 9.65%
4 Financials 8.07%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3251
$1.74K ﹤0.01%
10,000
-400
3252
$81 ﹤0.01%
10,200
-901
3253
– –
-1,125
3254
– –
-14,983
3255
– –
-161,747
3256
– –
-20,028
3257
– –
-12,414
3258
– –
-23,129
3259
– –
-376,750
3260
– –
-34,263
3261
– –
-60,534
3262
– –
-16,410
3263
– –
-352,683
3264
– –
-10,293
3265
– –
-19,588
3266
– –
-27,477
3267
– –
-41,647
3268
– –
-29,006
3269
– –
-55,924
3270
– –
-138,123
3271
– –
-10,026
3272
– –
-10,006
3273
– –
-851,520
3274
– –
-12,692
3275
– –
-7,532
129 130
131
132 133