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
1626
$1.9M ﹤0.01%
44,207
+6,977
1627
$1.9M ﹤0.01%
21,680
+820
1628
$1.89M ﹤0.01%
126,181
-67,416
1629
$1.89M ﹤0.01%
60,538
+14,181
1630
$1.89M ﹤0.01%
42,241
-2,558
1631
$1.89M ﹤0.01%
56,420
-858
1632
$1.88M ﹤0.01%
41,655
+1,676
1633
$1.88M ﹤0.01%
86,518
-10,040
1634
$1.88M ﹤0.01%
268,086
-17,299
1635
$1.88M ﹤0.01%
76,272
-7,724
1636
$1.87M ﹤0.01%
65,793
+950
1637
$1.87M ﹤0.01%
126,154
+387
1638
$1.86M ﹤0.01%
56,700
+33,130
1639
$1.86M ﹤0.01%
10,917
+268
1640
$1.86M ﹤0.01%
68,644
-6,436
1641
$1.85M ﹤0.01%
33,336
-5,492
1642
$1.85M ﹤0.01%
104,728
-3,515
1643
$1.85M ﹤0.01%
236,090
+27,754
1644
$1.85M ﹤0.01%
137,448
+17,762
1645
$1.84M ﹤0.01%
81,995
+3,098
1646
$1.84M ﹤0.01%
23,575
+2,476
1647
$1.84M ﹤0.01%
66,107
+233
1648
$1.84M ﹤0.01%
88,479
+13,778
1649
$1.83M ﹤0.01%
20,143
+401
1650
$1.83M ﹤0.01%
112,374
-794
64 65
66
67 68