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
1701
$1.69M ﹤0.01%
4,099
-10
1702
$1.69M ﹤0.01%
98,037
1703
$1.69M ﹤0.01%
56,136
+7,325
1704
$1.68M ﹤0.01%
15,868
-281
1705
$1.68M ﹤0.01%
18,864
+3,344
1706
$1.68M ﹤0.01%
69,809
+8,331
1707
$1.68M ﹤0.01%
78,300
+639
1708
$1.68M ﹤0.01%
29,716
+2,814
1709
$1.67M ﹤0.01%
94,263
+5,289
1710
$1.67M ﹤0.01%
264,166
+56,153
1711
$1.67M ﹤0.01%
50,393
-22,768
1712
$1.67M ﹤0.01%
125,022
+11,734
1713
$1.67M ﹤0.01%
37,229
+55
1714
$1.66M ﹤0.01%
103,548
-11,380
1715
$1.66M ﹤0.01%
13,706
+338
1716
$1.66M ﹤0.01%
43,286
+324
1717
$1.66M ﹤0.01%
598,541
-312,181
1718
$1.65M ﹤0.01%
340,148
-9,362
1719
$1.65M ﹤0.01%
33,248
-28,404
1720
$1.65M ﹤0.01%
31,809
-23,254
1721
$1.64M ﹤0.01%
69,896
-211,082
1722
$1.64M ﹤0.01%
19,256
-40
1723
$1.64M ﹤0.01%
59,364
-145
1724
$1.64M ﹤0.01%
37,812
-977
1725
$1.64M ﹤0.01%
37,231
-1,414
67 68
69
70 71