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
1526
$2.21M ﹤0.01%
97,119
+6,003
1527
$2.2M ﹤0.01%
51,717
-43,951
1528
$2.2M ﹤0.01%
59,454
+688
1529
$2.2M ﹤0.01%
53,034
+32,354
1530
$2.2M ﹤0.01%
55,413
-1,874
1531
$2.2M ﹤0.01%
51,122
-530
1532
$2.2M ﹤0.01%
37,258
-12,780
1533
$2.2M ﹤0.01%
34,166
-385
1534
$2.19M ﹤0.01%
41,610
-3,722
1535
$2.19M ﹤0.01%
+73,769
1536
$2.19M ﹤0.01%
43,372
+476
1537
$2.19M ﹤0.01%
87,041
+345
1538
$2.19M ﹤0.01%
26,756
-297
1539
$2.18M ﹤0.01%
72,711
-67,984
1540
$2.18M ﹤0.01%
44,253
-1,548
1541
$2.18M ﹤0.01%
305,605
+22,323
1542
$2.17M ﹤0.01%
80,343
+1,548
1543
$2.17M ﹤0.01%
68,430
+8,365
1544
$2.17M ﹤0.01%
172,451
+8,764
1545
$2.16M ﹤0.01%
125,297
+16,416
1546
$2.16M ﹤0.01%
35,651
+922
1547
$2.15M ﹤0.01%
69,325
+45,300
1548
$2.15M ﹤0.01%
65,429
1549
$2.14M ﹤0.01%
95,943
+82,596
1550
$2.14M ﹤0.01%
28,625
-1,083
60 61
62
63 64