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
1576
$2.07M ﹤0.01%
51,558
+17,969
1577
$2.06M ﹤0.01%
45,169
+3,335
1578
$2.06M ﹤0.01%
131,397
+18,637
1579
$2.06M ﹤0.01%
15,787
-531
1580
$2.06M ﹤0.01%
104,850
+3,315
1581
$2.05M ﹤0.01%
72,509
-899
1582
$2.05M ﹤0.01%
89,210
-169
1583
$2.05M ﹤0.01%
53,886
+21,712
1584
$2.05M ﹤0.01%
8,514
+5,610
1585
$2.04M ﹤0.01%
6,512
+4,317
1586
$2.04M ﹤0.01%
20,720
+128
1587
$2.04M ﹤0.01%
20,710
-64
1588
$2.04M ﹤0.01%
64,202
+1,983
1589
$2.03M ﹤0.01%
46,844
+300
1590
$2.02M ﹤0.01%
79,815
-100,450
1591
$2.02M ﹤0.01%
28,261
+928
1592
$2.01M ﹤0.01%
61,321
+3,497
1593
$2.01M ﹤0.01%
72,403
-4,082
1594
$2M ﹤0.01%
13,139
+524
1595
$2M ﹤0.01%
41,034
+2,312
1596
$2M ﹤0.01%
930,205
+776,110
1597
$2M ﹤0.01%
88,566
-5,770
1598
$1.99M ﹤0.01%
95,100
+2,670
1599
$1.99M ﹤0.01%
136,796
-28,580
1600
$1.99M ﹤0.01%
46,629
+3,552
62 63
64
65 66