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
1351
$2.88M ﹤0.01%
32,947
+6,563
1352
$2.88M ﹤0.01%
+40,355
1353
$2.88M ﹤0.01%
84,580
-3,225
1354
$2.88M ﹤0.01%
26,987
-20,978
1355
$2.87M ﹤0.01%
111,821
+97,513
1356
$2.87M ﹤0.01%
40,995
+17,617
1357
$2.87M ﹤0.01%
691,445
+253,745
1358
$2.87M ﹤0.01%
194,017
-3,875
1359
$2.85M ﹤0.01%
34,109
+427
1360
$2.84M ﹤0.01%
51,375
-1,978
1361
$2.84M ﹤0.01%
93,637
-4,055
1362
$2.83M ﹤0.01%
31,883
-2,085
1363
$2.83M ﹤0.01%
66,000
-10,000
1364
$2.83M ﹤0.01%
72,386
+426
1365
$2.83M ﹤0.01%
307,324
+3,325
1366
$2.83M ﹤0.01%
36,935
-1,426
1367
$2.83M ﹤0.01%
87,196
-6,170
1368
$2.82M ﹤0.01%
60,022
-12,853
1369
$2.82M ﹤0.01%
41,311
+15,301
1370
$2.81M ﹤0.01%
49,170
-11,163
1371
$2.79M ﹤0.01%
30,891
+1,572
1372
$2.79M ﹤0.01%
8,497
-2,594
1373
$2.79M ﹤0.01%
69,245
-2,766
1374
$2.79M ﹤0.01%
274,664
-19,554
1375
$2.78M ﹤0.01%
40,678
+8,067
53 54
55
56 57