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
1326
$3.01M ﹤0.01%
237,447
-3,888
1327
$3.01M ﹤0.01%
59,876
-1,314
1328
$3M ﹤0.01%
20,921
-233
1329
$3M ﹤0.01%
89,191
+7,937
1330
$3M ﹤0.01%
197,100
-23,591
1331
$2.99M ﹤0.01%
163,442
+9,188
1332
$2.99M ﹤0.01%
127,234
+72,597
1333
$2.98M ﹤0.01%
29,079
+1,982
1334
$2.98M ﹤0.01%
329,221
+9,454
1335
$2.97M ﹤0.01%
34,457
-228
1336
$2.96M ﹤0.01%
68,313
+44,360
1337
$2.96M ﹤0.01%
96,554
+259
1338
$2.95M ﹤0.01%
60,867
-5,644
1339
$2.95M ﹤0.01%
40,233
-1,141
1340
$2.94M ﹤0.01%
56,588
+15,607
1341
$2.94M ﹤0.01%
50,084
+2,001
1342
$2.94M ﹤0.01%
39,991
-590
1343
$2.93M ﹤0.01%
611,289
+571,391
1344
$2.93M ﹤0.01%
47,385
+3,788
1345
$2.93M ﹤0.01%
96,792
+9,539
1346
$2.93M ﹤0.01%
78,699
-13,019
1347
$2.92M ﹤0.01%
17,724
+1,657
1348
$2.92M ﹤0.01%
419,542
-9,080
1349
$2.9M ﹤0.01%
185,401
-12,306
1350
$2.9M ﹤0.01%
351,933
+16,878
52 53
54
55 56