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
1601
$1.98M ﹤0.01%
48,958
+4,144
1602
$1.98M ﹤0.01%
51,524
-5,206
1603
$1.97M ﹤0.01%
59,033
+446
1604
$1.97M ﹤0.01%
199,656
+55,778
1605
$1.97M ﹤0.01%
40,649
-238
1606
$1.97M ﹤0.01%
38,239
-2,896
1607
$1.97M ﹤0.01%
87,505
+377
1608
$1.97M ﹤0.01%
47,831
+15,013
1609
$1.97M ﹤0.01%
33,044
-15,442
1610
$1.96M ﹤0.01%
93,463
+11,838
1611
$1.96M ﹤0.01%
38,945
-58,705
1612
$1.95M ﹤0.01%
346,797
+2,920
1613
$1.95M ﹤0.01%
51,512
+2,611
1614
$1.94M ﹤0.01%
20,846
+107
1615
$1.94M ﹤0.01%
114,061
-5,225
1616
$1.94M ﹤0.01%
79,961
-86,015
1617
$1.92M ﹤0.01%
42,588
-20,582
1618
$1.92M ﹤0.01%
156,822
+7,233
1619
$1.92M ﹤0.01%
471,496
+25,733
1620
$1.92M ﹤0.01%
55,581
-3,618
1621
$1.92M ﹤0.01%
75,560
-9,182
1622
$1.91M ﹤0.01%
70,274
+352
1623
$1.91M ﹤0.01%
50,225
+866
1624
$1.91M ﹤0.01%
31,427
-2,588
1625
$1.91M ﹤0.01%
91,168
+53,914
63 64
65
66 67