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
1401
$2.68M ﹤0.01%
38,817
-550
1402
$2.68M ﹤0.01%
31,139
-401
1403
$2.66M ﹤0.01%
60,163
+44,794
1404
$2.66M ﹤0.01%
11,968
+3,539
1405
$2.65M ﹤0.01%
72,916
-213
1406
$2.65M ﹤0.01%
37,085
+821
1407
$2.65M ﹤0.01%
44,953
+2,595
1408
$2.64M ﹤0.01%
21,003
+2,836
1409
$2.64M ﹤0.01%
62,519
-812
1410
$2.64M ﹤0.01%
36,442
+3,267
1411
$2.63M ﹤0.01%
26,139
+2,894
1412
$2.63M ﹤0.01%
113,327
-11,174
1413
$2.61M ﹤0.01%
116,331
+5,538
1414
$2.61M ﹤0.01%
25,290
+10,523
1415
$2.6M ﹤0.01%
63,321
+261
1416
$2.6M ﹤0.01%
249,058
+39,372
1417
$2.6M ﹤0.01%
46,759
+3,636
1418
$2.59M ﹤0.01%
85,186
+3,995
1419
$2.59M ﹤0.01%
54,483
-1,144
1420
$2.59M ﹤0.01%
4,206
+465
1421
$2.59M ﹤0.01%
58,022
+3,066
1422
$2.58M ﹤0.01%
31,946
-4,344
1423
$2.58M ﹤0.01%
125,216
+10,361
1424
$2.57M ﹤0.01%
43,986
-807
1425
$2.56M ﹤0.01%
37,665
-4,039
55 56
57
58 59