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
3401
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-5,611
3402
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3403
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-10,104
3404
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3405
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3406
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3407
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3408
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3409
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3410
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3411
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3412
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3413
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3414
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3415
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3416
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3417
$0 ﹤0.01%
22,074
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3418
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3419
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3420
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3421
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3422
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-5
3423
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3424
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-5,997
3425
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-72,701
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