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
1676
$1.78M ﹤0.01%
42,163
-3,069
1677
$1.78M ﹤0.01%
149,429
-9,563
1678
$1.77M ﹤0.01%
39,750
-6,209
1679
$1.77M ﹤0.01%
20,099
+7,997
1680
$1.77M ﹤0.01%
146,118
-61,820
1681
$1.76M ﹤0.01%
122,613
-21,331
1682
$1.76M ﹤0.01%
41,310
+30,654
1683
$1.75M ﹤0.01%
85,270
+43,095
1684
$1.75M ﹤0.01%
158,721
+38,290
1685
$1.75M ﹤0.01%
35,775
+13,219
1686
$1.74M ﹤0.01%
33,497
-2,431
1687
$1.73M ﹤0.01%
89,631
-278
1688
$1.72M ﹤0.01%
168,203
-2,497
1689
$1.72M ﹤0.01%
41,343
+15,780
1690
$1.72M ﹤0.01%
122,471
+1,530
1691
$1.72M ﹤0.01%
+78,397
1692
$1.71M ﹤0.01%
356,408
+1,773
1693
$1.71M ﹤0.01%
16,962
+267
1694
$1.7M ﹤0.01%
16,770
+12,781
1695
$1.7M ﹤0.01%
47,874
+22,568
1696
$1.7M ﹤0.01%
20,219
+9,890
1697
$1.7M ﹤0.01%
40,840
+16,261
1698
$1.7M ﹤0.01%
17,669
-12,978
1699
$1.7M ﹤0.01%
75,468
+1,881
1700
$1.7M ﹤0.01%
+74,269
66 67
68
69 70