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
2701
$348K ﹤0.01%
27,761
2702
$348K ﹤0.01%
3,402
+644
2703
$347K ﹤0.01%
4,905
+1,595
2704
$345K ﹤0.01%
28,060
+7,217
2705
$345K ﹤0.01%
15,264
-964
2706
$345K ﹤0.01%
+14,184
2707
$345K ﹤0.01%
9,924
-1,414
2708
$344K ﹤0.01%
15,859
2709
$344K ﹤0.01%
10,503
-37,870
2710
$344K ﹤0.01%
13,630
-1,093
2711
$344K ﹤0.01%
7,268
-5,332
2712
$343K ﹤0.01%
6,415
-977
2713
$343K ﹤0.01%
19,480
2714
$341K ﹤0.01%
2,090
+116
2715
$340K ﹤0.01%
37,304
-114
2716
$340K ﹤0.01%
36,364
+1,646
2717
$339K ﹤0.01%
16,633
-2,186
2718
$339K ﹤0.01%
17,650
+14
2719
$339K ﹤0.01%
63,553
-688
2720
$339K ﹤0.01%
147,212
-109
2721
$339K ﹤0.01%
29,985
+2,303
2722
$337K ﹤0.01%
46,685
+250
2723
$337K ﹤0.01%
12,005
+3,830
2724
$334K ﹤0.01%
34,089
+2,032
2725
$333K ﹤0.01%
15,577
-513
107 108
109
110 111