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
1501
$2.3M ﹤0.01%
49,874
+453
1502
$2.3M ﹤0.01%
38,703
+14,809
1503
$2.3M ﹤0.01%
23,822
-270
1504
$2.29M ﹤0.01%
36,332
-1,463
1505
$2.29M ﹤0.01%
77,259
-6,328
1506
$2.28M ﹤0.01%
331,795
+1,004
1507
$2.27M ﹤0.01%
201,390
-6,706
1508
$2.27M ﹤0.01%
296,593
+24,403
1509
$2.27M ﹤0.01%
148,241
-4,508
1510
$2.27M ﹤0.01%
134,635
-4,406
1511
$2.26M ﹤0.01%
63,942
-1,988
1512
$2.26M ﹤0.01%
243,269
+6,961
1513
$2.24M ﹤0.01%
135,055
-1,129,672
1514
$2.23M ﹤0.01%
45,454
-85,508
1515
$2.23M ﹤0.01%
35,641
+1,348
1516
$2.23M ﹤0.01%
10,456
+315
1517
$2.23M ﹤0.01%
29,916
+4
1518
$2.23M ﹤0.01%
309,471
+48,155
1519
$2.23M ﹤0.01%
72,002
-4,812
1520
$2.22M ﹤0.01%
68,318
-27,019
1521
$2.22M ﹤0.01%
28,546
-2,534
1522
$2.22M ﹤0.01%
14,410
+846
1523
$2.21M ﹤0.01%
76,732
-378
1524
$2.21M ﹤0.01%
67,479
+3,523
1525
$2.21M ﹤0.01%
39,835
+1,553
59 60
61
62 63