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
1651
$1.83M ﹤0.01%
15,809
+269
1652
$1.83M ﹤0.01%
89,674
-5,463
1653
$1.83M ﹤0.01%
21,735
+3,256
1654
$1.83M ﹤0.01%
159,138
-47,162
1655
$1.83M ﹤0.01%
39,668
+21,965
1656
$1.82M ﹤0.01%
26,080
+1,340
1657
$1.82M ﹤0.01%
86,269
-1,875
1658
$1.82M ﹤0.01%
53,584
-29,454
1659
$1.82M ﹤0.01%
4,804
-6,250
1660
$1.82M ﹤0.01%
54,038
-2,119
1661
$1.82M ﹤0.01%
72,552
+21,192
1662
$1.81M ﹤0.01%
23,965
-387
1663
$1.81M ﹤0.01%
56,347
-127
1664
$1.81M ﹤0.01%
26,658
+1,123
1665
$1.81M ﹤0.01%
166,511
-29,716
1666
$1.8M ﹤0.01%
45,547
+9,790
1667
$1.8M ﹤0.01%
137,486
-2,801
1668
$1.8M ﹤0.01%
40,905
+27,145
1669
$1.79M ﹤0.01%
55,760
-605
1670
$1.79M ﹤0.01%
209,252
-381
1671
$1.79M ﹤0.01%
10,958
-472
1672
$1.79M ﹤0.01%
33,789
+2,112
1673
$1.79M ﹤0.01%
13,890
+1,010
1674
$1.78M ﹤0.01%
71,235
+859
1675
$1.78M ﹤0.01%
87,057
+5,984
65 66
67
68 69