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
1476
$2.36M ﹤0.01%
22,454
-5,924
1477
$2.36M ﹤0.01%
+9,097
1478
$2.36M ﹤0.01%
172,186
+23,101
1479
$2.36M ﹤0.01%
79,294
-5,103
1480
$2.35M ﹤0.01%
106,228
-3,600
1481
$2.35M ﹤0.01%
6,564
-746
1482
$2.35M ﹤0.01%
92,794
+28,534
1483
$2.35M ﹤0.01%
18,511
+2,109
1484
$2.35M ﹤0.01%
44,369
-4,221
1485
$2.35M ﹤0.01%
53,625
+6,735
1486
$2.35M ﹤0.01%
85,648
+26,458
1487
$2.34M ﹤0.01%
47,222
+42,535
1488
$2.34M ﹤0.01%
304,027
+12,819
1489
$2.34M ﹤0.01%
20,124
-7,054
1490
$2.33M ﹤0.01%
58,618
+25,607
1491
$2.33M ﹤0.01%
13,993
-701
1492
$2.33M ﹤0.01%
53,642
+22,064
1493
$2.32M ﹤0.01%
33,091
+3,390
1494
$2.32M ﹤0.01%
23,695
-41,831
1495
$2.32M ﹤0.01%
93,038
+8,166
1496
$2.31M ﹤0.01%
228,632
+11,293
1497
$2.31M ﹤0.01%
14,964
-1,575
1498
$2.31M ﹤0.01%
83,014
+33,974
1499
$2.3M ﹤0.01%
12,813
-1,344
1500
$2.3M ﹤0.01%
303,814
+13,673
58 59
60
61 62