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
2776
$309K ﹤0.01%
8,032
-2,025
2777
$308K ﹤0.01%
12,404
+361
2778
$308K ﹤0.01%
7,681
2779
$308K ﹤0.01%
60,243
-12,020
2780
$306K ﹤0.01%
526
-1
2781
$304K ﹤0.01%
+8,184
2782
$304K ﹤0.01%
127,324
-49,878
2783
$304K ﹤0.01%
10,537
-34,532
2784
$303K ﹤0.01%
31,325
-35,346
2785
$303K ﹤0.01%
74,224
+30,674
2786
$303K ﹤0.01%
2,597
-49
2787
$302K ﹤0.01%
+17,334
2788
$301K ﹤0.01%
9,981
+902
2789
$301K ﹤0.01%
13,155
-356
2790
$301K ﹤0.01%
5,952
-179
2791
$300K ﹤0.01%
26,348
-7,094
2792
$299K ﹤0.01%
116,900
+17,900
2793
$297K ﹤0.01%
17,197
-17,272
2794
$297K ﹤0.01%
64,623
-3,190
2795
$296K ﹤0.01%
6,558
-1,671
2796
$296K ﹤0.01%
9,342
+181
2797
$295K ﹤0.01%
14,887
+199
2798
$294K ﹤0.01%
3,912
+710
2799
$294K ﹤0.01%
7,603
2800
$293K ﹤0.01%
+4,521
110 111
112
113 114