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
1376
$2.77M ﹤0.01%
55,128
+2,879
1377
$2.77M ﹤0.01%
30,375
+7,313
1378
$2.77M ﹤0.01%
47,817
-2,829
1379
$2.76M ﹤0.01%
37,374
-94
1380
$2.76M ﹤0.01%
33,920
+4,271
1381
$2.76M ﹤0.01%
355,114
-10,907
1382
$2.76M ﹤0.01%
103,709
-32,163
1383
$2.76M ﹤0.01%
195,879
-6,708
1384
$2.75M ﹤0.01%
69,969
+34
1385
$2.75M ﹤0.01%
39,213
-21,926
1386
$2.75M ﹤0.01%
41,668
-11,610
1387
$2.74M ﹤0.01%
90,224
-7,359
1388
$2.74M ﹤0.01%
156,833
+27,191
1389
$2.74M ﹤0.01%
18,801
+555
1390
$2.73M ﹤0.01%
25,168
-15,846
1391
$2.73M ﹤0.01%
40,643
+5,789
1392
$2.73M ﹤0.01%
14,289
+11,258
1393
$2.72M ﹤0.01%
890,505
+249,810
1394
$2.72M ﹤0.01%
140,362
+868
1395
$2.72M ﹤0.01%
148,749
+41,021
1396
$2.72M ﹤0.01%
47,988
-1,987
1397
$2.71M ﹤0.01%
85,260
-586
1398
$2.69M ﹤0.01%
53,955
+7,094
1399
$2.69M ﹤0.01%
56,035
+45,381
1400
$2.68M ﹤0.01%
60,685
+2,040
54 55
56
57 58