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
3051
$140K ﹤0.01%
16,963
-1,951
3052
$138K ﹤0.01%
21,591
-27,324
3053
$137K ﹤0.01%
13,897
3054
$137K ﹤0.01%
10,618
-2,901
3055
$136K ﹤0.01%
12,130
3056
$136K ﹤0.01%
64,129
-5,143
3057
$136K ﹤0.01%
10,259
-1,400
3058
$136K ﹤0.01%
17,367
+199
3059
$134K ﹤0.01%
14,553
+150
3060
$133K ﹤0.01%
+15,072
3061
$133K ﹤0.01%
93,822
-4,784
3062
$133K ﹤0.01%
10,471
-15,046
3063
$133K ﹤0.01%
15,670
-300
3064
$132K ﹤0.01%
13,342
-115
3065
$132K ﹤0.01%
14,826
-7,000
3066
$131K ﹤0.01%
+13,636
3067
$131K ﹤0.01%
20,962
+250
3068
$131K ﹤0.01%
98,300
-147,076
3069
$129K ﹤0.01%
16,562
3070
$127K ﹤0.01%
21,551
+3,851
3071
$124K ﹤0.01%
10,211
3072
$123K ﹤0.01%
15,559
+3,990
3073
$123K ﹤0.01%
27,688
+2,200
3074
$123K ﹤0.01%
12,292
+439
3075
$122K ﹤0.01%
22,028
-5,650
121 122
123
124 125