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
1276
$3.25M ﹤0.01%
30,607
-22,127
1277
$3.25M ﹤0.01%
68,425
+7,787
1278
$3.25M ﹤0.01%
54,440
+6,240
1279
$3.24M ﹤0.01%
12,361
-304
1280
$3.24M ﹤0.01%
94,308
-8,055
1281
$3.24M ﹤0.01%
20,558
+523
1282
$3.24M ﹤0.01%
186,993
-30,696
1283
$3.24M ﹤0.01%
124,076
+5,349
1284
$3.23M ﹤0.01%
76,414
+1,985
1285
$3.23M ﹤0.01%
73,473
-105,063
1286
$3.23M ﹤0.01%
84,668
+8,241
1287
$3.23M ﹤0.01%
146,494
+90,539
1288
$3.21M ﹤0.01%
95,600
-18
1289
$3.19M ﹤0.01%
63,718
+422
1290
$3.19M ﹤0.01%
196,205
-16,850
1291
$3.18M ﹤0.01%
129,427
-5,253
1292
$3.18M ﹤0.01%
81,152
+4,231
1293
$3.18M ﹤0.01%
88,768
+4,541
1294
$3.17M ﹤0.01%
107,911
-13,625
1295
$3.16M ﹤0.01%
97,924
+626
1296
$3.15M ﹤0.01%
359,115
+5,833
1297
$3.15M ﹤0.01%
30,539
+35
1298
$3.15M ﹤0.01%
12,521
-510
1299
$3.15M ﹤0.01%
88,437
-4,632
1300
$3.12M ﹤0.01%
72,134
+2,862
50 51
52
53 54