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
1451
$2.45M ﹤0.01%
50,040
-2,194
1452
$2.45M ﹤0.01%
98,845
-72,452
1453
$2.45M ﹤0.01%
167,088
+24,513
1454
$2.44M ﹤0.01%
41,378
-6,085
1455
$2.44M ﹤0.01%
75,940
+303
1456
$2.43M ﹤0.01%
40,755
+8,046
1457
$2.43M ﹤0.01%
183,469
+8,592
1458
$2.42M ﹤0.01%
101,201
-35,164
1459
$2.41M ﹤0.01%
69,238
+12,469
1460
$2.4M ﹤0.01%
431,788
-34,554
1461
$2.39M ﹤0.01%
36,706
-809
1462
$2.39M ﹤0.01%
25,868
-11,311
1463
$2.39M ﹤0.01%
1,597
-158
1464
$2.38M ﹤0.01%
32,541
+4,445
1465
$2.38M ﹤0.01%
173,865
-4,653
1466
$2.38M ﹤0.01%
205,062
+25,806
1467
$2.38M ﹤0.01%
55,569
-7,212
1468
$2.38M ﹤0.01%
54,309
+1,915
1469
$2.38M ﹤0.01%
79,059
+8,450
1470
$2.37M ﹤0.01%
11,185
-7,364
1471
$2.37M ﹤0.01%
265,876
-15,862
1472
$2.37M ﹤0.01%
8,026
+137
1473
$2.37M ﹤0.01%
29,189
+405
1474
$2.37M ﹤0.01%
49,392
+600
1475
$2.37M ﹤0.01%
11,930
+7,770
57 58
59
60 61