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
1426
$2.56M ﹤0.01%
64,977
-1,916
1427
$2.56M ﹤0.01%
12,248
-2,833
1428
$2.56M ﹤0.01%
505,741
-180
1429
$2.56M ﹤0.01%
148,292
+2,405
1430
$2.55M ﹤0.01%
19,985
+3,163
1431
$2.55M ﹤0.01%
81,440
+809
1432
$2.54M ﹤0.01%
61,961
-8,107
1433
$2.54M ﹤0.01%
123,214
+12,060
1434
$2.53M ﹤0.01%
433,880
+4,251
1435
$2.53M ﹤0.01%
29,476
-4,171
1436
$2.52M ﹤0.01%
53,020
+21,260
1437
$2.52M ﹤0.01%
252,476
+28,018
1438
$2.51M ﹤0.01%
29,896
+612
1439
$2.5M ﹤0.01%
36,038
-9,096
1440
$2.5M ﹤0.01%
35,179
+784
1441
$2.49M ﹤0.01%
24,286
-9,800
1442
$2.49M ﹤0.01%
15,554
+150
1443
$2.48M ﹤0.01%
45,584
+3,305
1444
$2.47M ﹤0.01%
103,899
-1,612
1445
$2.47M ﹤0.01%
79,394
+25,090
1446
$2.47M ﹤0.01%
29,814
+973
1447
$2.47M ﹤0.01%
35,633
-4,647
1448
$2.47M ﹤0.01%
162,487
-38,630
1449
$2.46M ﹤0.01%
23,585
-274
1450
$2.45M ﹤0.01%
38,601
+8,552
56 57
58
59 60