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 8.07%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3251
$1.74K ﹤0.01%
10,000
-400
3252
$81 ﹤0.01%
10,200
-901
3253
– –
-8,540
3254
– –
-8,217
3255
– –
-2,519
3256
– –
-5,093
3257
– –
-7,578
3258
– –
-104
3259
– –
-10,917
3260
– –
-6,159
3261
– –
-31,517
3262
$0 ﹤0.01%
22,074
-490
3263
– –
-11,620
3264
– –
-19,408
3265
– –
-124,189
3266
– –
-5
3267
– –
-6,584
3268
– –
-5,997
3269
– –
-72,701
3270
– –
-1,969
3271
– –
-43,442
3272
– –
-11,601
3273
– –
-10,000
3274
– –
-3,779
3275
– –
-11,264
129 130
131
132 133