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
1551
$2.13M ﹤0.01%
37,614
+18,917
1552
$2.13M ﹤0.01%
81,033
-4,990
1553
$2.13M ﹤0.01%
282,909
-6,369
1554
$2.12M ﹤0.01%
146,442
+1,064
1555
$2.12M ﹤0.01%
27,749
+8,711
1556
$2.12M ﹤0.01%
23,335
-629
1557
$2.12M ﹤0.01%
19,788
-4,064
1558
$2.11M ﹤0.01%
18,794
+3,802
1559
$2.11M ﹤0.01%
21,624
+210
1560
$2.11M ﹤0.01%
538,365
-10,000
1561
$2.11M ﹤0.01%
79,359
-69,210
1562
$2.11M ﹤0.01%
69,938
+24,943
1563
$2.1M ﹤0.01%
38,151
-31,975
1564
$2.1M ﹤0.01%
87,894
+7,852
1565
$2.1M ﹤0.01%
57,633
-6,764
1566
$2.1M ﹤0.01%
111,001
-9,467
1567
$2.1M ﹤0.01%
6,137
-197
1568
$2.1M ﹤0.01%
143,409
-41,926
1569
$2.1M ﹤0.01%
155,202
-9,181
1570
$2.1M ﹤0.01%
66,404
+5,037
1571
$2.09M ﹤0.01%
25,672
+8,942
1572
$2.09M ﹤0.01%
47,097
-479
1573
$2.08M ﹤0.01%
185,453
+72,814
1574
$2.08M ﹤0.01%
65,523
+671
1575
$2.07M ﹤0.01%
123,887
-6,910
61 62
63
64 65