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
1176
$3.84M 0.01%
102,084
-368
1177
$3.83M 0.01%
18,931
+779
1178
$3.83M 0.01%
219,140
-17,886
1179
$3.83M 0.01%
44,692
+139
1180
$3.83M 0.01%
124,798
+18,344
1181
$3.82M 0.01%
70,725
-145
1182
$3.82M 0.01%
206,459
+11,006
1183
$3.81M 0.01%
96,073
+3,942
1184
$3.81M 0.01%
50,409
-719
1185
$3.8M 0.01%
7,730
+680
1186
$3.8M 0.01%
56,363
-10,951
1187
$3.79M 0.01%
50,668
-2,778
1188
$3.78M 0.01%
14,050
-2,016
1189
$3.78M 0.01%
496,725
+196,924
1190
$3.77M 0.01%
60,902
-3,509
1191
$3.76M 0.01%
458,517
-81,012
1192
$3.76M 0.01%
280,785
+6,716
1193
$3.76M 0.01%
250,101
+6,907
1194
$3.74M 0.01%
689,340
-5,559
1195
$3.73M 0.01%
64,496
+11,009
1196
$3.73M 0.01%
128,817
+11,078
1197
$3.73M 0.01%
77,654
-36,746
1198
$3.72M 0.01%
61,177
+16,340
1199
$3.72M 0.01%
67,971
-45,325
1200
$3.72M 0.01%
127,612
-3,702
46 47
48
49 50