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
1226
$3.57M 0.01%
84,176
-293
1227
$3.56M 0.01%
89,606
+24,678
1228
$3.56M 0.01%
184,810
-44,145
1229
$3.56M 0.01%
213,674
+39,464
1230
$3.55M 0.01%
246,463
+554
1231
$3.54M 0.01%
51,347
+26,524
1232
$3.54M 0.01%
156,645
+4,996
1233
$3.52M ﹤0.01%
67,888
-101
1234
$3.52M ﹤0.01%
187,815
-13,094
1235
$3.51M ﹤0.01%
69,317
-1,399
1236
$3.51M ﹤0.01%
102,803
+1,450
1237
$3.51M ﹤0.01%
82,697
+16,279
1238
$3.5M ﹤0.01%
161,087
+113,788
1239
$3.49M ﹤0.01%
78,230
+4,227
1240
$3.49M ﹤0.01%
70,166
-1,940
1241
$3.48M ﹤0.01%
19,148
+974
1242
$3.47M ﹤0.01%
177,070
-13,952
1243
$3.45M ﹤0.01%
69,095
-1,340
1244
$3.45M ﹤0.01%
60,683
+1,915
1245
$3.44M ﹤0.01%
44,598
1246
$3.44M ﹤0.01%
50,660
-16,715
1247
$3.44M ﹤0.01%
68,416
+37,038
1248
$3.44M ﹤0.01%
17,492
-35,864
1249
$3.42M ﹤0.01%
67,898
+892
1250
$3.4M ﹤0.01%
125,910
+312
48 49
50
51 52