Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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 9.64%
4 Financials 8.07%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3426
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3427
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3428
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-9,987
3429
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-9,465
3430
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-55,797
3431
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-62,151
3432
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-12,203
3433
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-12,327
3434
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-11,941
3435
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-7,828
3436
– –
-164,265
3437
– –
-5,611
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