Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
– –
-23,129
3254
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-376,750
3255
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-34,263
3256
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-60,534
3257
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-138,123
3258
– –
-10,026
3259
– –
-10,006
3260
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-851,520
3261
– –
-12,692
3262
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-7,532
3263
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-2,480
3264
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-499
3265
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-15,518
3266
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-1,000
3267
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-60,100
3268
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-197,917
3269
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-4,155
3270
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-19,424
3271
– –
-6,777
3272
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-555
3273
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-613
3274
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-13,609
3275
– –
-60,000
129 130
131
132 133