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
1301
$3.12M ﹤0.01%
44,192
+827
1302
$3.11M ﹤0.01%
215,671
-27,917
1303
$3.11M ﹤0.01%
61,889
-633
1304
$3.11M ﹤0.01%
45,939
-7,360
1305
$3.11M ﹤0.01%
81,503
-6,583
1306
$3.1M ﹤0.01%
79,151
-26,273
1307
$3.1M ﹤0.01%
137,247
+112,023
1308
$3.09M ﹤0.01%
74,780
-22,400
1309
$3.09M ﹤0.01%
29,081
-1,403
1310
$3.08M ﹤0.01%
150,211
-6,240
1311
$3.08M ﹤0.01%
59,633
+283
1312
$3.07M ﹤0.01%
68,285
+8,248
1313
$3.07M ﹤0.01%
55,430
+11,041
1314
$3.07M ﹤0.01%
39,119
-1,079
1315
$3.07M ﹤0.01%
371,666
-11,932
1316
$3.07M ﹤0.01%
327,171
+17,312
1317
$3.07M ﹤0.01%
104,118
-56,357
1318
$3.06M ﹤0.01%
75,492
+33,505
1319
$3.06M ﹤0.01%
63,019
+19
1320
$3.06M ﹤0.01%
209,273
+9,395
1321
$3.04M ﹤0.01%
32,960
+4,202
1322
$3.04M ﹤0.01%
249,140
+6,003
1323
$3.03M ﹤0.01%
686,723
+504,439
1324
$3.02M ﹤0.01%
+26,509
1325
$3.01M ﹤0.01%
47,277
-4,594
51 52
53
54 55