Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
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
+$261M
2
+$94.3M
3
+$53.1M
4
WDAY icon
Workday
WDAY
+$44.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$296M
2
+$68.7M
3
+$53.7M
4
T icon
AT&T
T
+$34.1M
5
AAPL icon
Apple
AAPL
+$27.3M

Sector Composition

1 Technology 18.03%
2 Healthcare 10.44%
3 Industrials 9.64%
4 Financials 8.06%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$377K ﹤0.01%
33,878
+1,490
2652
$376K ﹤0.01%
38,918
-4,139
2653
$375K ﹤0.01%
+7,121
2654
$375K ﹤0.01%
16,547
+1,398
2655
$374K ﹤0.01%
4,558
-25
2656
$374K ﹤0.01%
9,425
-247
2657
$374K ﹤0.01%
15,012
-321
2658
$373K ﹤0.01%
+11,186
2659
$373K ﹤0.01%
34,550
+1,006
2660
$373K ﹤0.01%
20,608
-563
2661
$372K ﹤0.01%
15,116
-8,675
2662
$372K ﹤0.01%
4,939
-12
2663
$372K ﹤0.01%
85,193
-57,334
2664
$370K ﹤0.01%
+11,188
2665
$369K ﹤0.01%
2,935
-387
2666
$367K ﹤0.01%
12,371
+316
2667
$367K ﹤0.01%
47,766
-103,887
2668
$367K ﹤0.01%
61,134
+204
2669
$367K ﹤0.01%
27,657
+13,898
2670
$366K ﹤0.01%
59,398
-9,110
2671
$366K ﹤0.01%
20,970
+4,004
2672
$366K ﹤0.01%
37,279
+4,958
2673
$365K ﹤0.01%
41,733
2674
$365K ﹤0.01%
4,934
+481
2675
$364K ﹤0.01%
17,019
+594
105 106
107
108 109