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
3251
$1.74K ﹤0.01%
10,000
-400
3252
$81 ﹤0.01%
10,200
-901
3253
– –
-183,715
3254
– –
-184,099
3255
– –
-48,834
3256
– –
-3,391
3257
– –
-13,673
3258
– –
-5,356
3259
– –
-13,558
3260
– –
-13,806
3261
– –
-8,733
3262
– –
-148,083
3263
– –
-4,644
3264
– –
-22,993
3265
– –
-1,658
3266
– –
-9,692
3267
– –
-44,995
3268
– –
-19,406
3269
– –
-4,796
3270
– –
-9,987
3271
– –
-9,465
3272
– –
-55,797
3273
– –
-62,151
3274
– –
-12,203
3275
– –
-12,327
129 130
131
132 133