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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
3401
– –
-11,941
3402
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-7,828
3403
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-164,265
3404
– –
-5,611
3405
– –
-69,464
3406
– –
-10,104
3407
– –
-11,298
3408
– –
-4,733
3409
– –
-10,873
3410
– –
-1,745
3411
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-8,540
3412
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-8,217
3413
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-2,519
3414
– –
-5,093
3415
– –
-7,578
3416
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-104
3417
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-10,917
3418
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-6,159
3419
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-31,517
3420
$0 ﹤0.01%
22,074
-490
3421
– –
-11,620
3422
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-19,408
3423
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-124,189
3424
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-15,317
3425
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