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
1251
$3.4M ﹤0.01%
172,807
+78,786
1252
$3.4M ﹤0.01%
112,283
-10,522
1253
$3.39M ﹤0.01%
315,225
-418,325
1254
$3.39M ﹤0.01%
78,555
+1,335
1255
$3.37M ﹤0.01%
618,106
-261,766
1256
$3.33M ﹤0.01%
53,991
+756
1257
$3.33M ﹤0.01%
53,486
-34,721
1258
$3.32M ﹤0.01%
108,503
+10,751
1259
$3.31M ﹤0.01%
870,038
+8,975
1260
$3.31M ﹤0.01%
131,869
-3,383
1261
$3.31M ﹤0.01%
151,594
+13,569
1262
$3.3M ﹤0.01%
41,825
-7,340
1263
$3.3M ﹤0.01%
114,783
-3,030
1264
$3.3M ﹤0.01%
44,629
-3,269
1265
$3.29M ﹤0.01%
34,782
+1,404
1266
$3.29M ﹤0.01%
135,524
-19,138
1267
$3.28M ﹤0.01%
80,999
+3,730
1268
$3.28M ﹤0.01%
65,887
-8,775
1269
$3.28M ﹤0.01%
51,469
+4,425
1270
$3.28M ﹤0.01%
37,792
-99
1271
$3.28M ﹤0.01%
50,573
-13,132
1272
$3.27M ﹤0.01%
31,063
-670
1273
$3.26M ﹤0.01%
141,917
+19,369
1274
$3.26M ﹤0.01%
188,016
+34,934
1275
$3.26M ﹤0.01%
48,478
+792
49 50
51
52 53