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
1726
$1.63M ﹤0.01%
50,657
+1,159
1727
$1.63M ﹤0.01%
38,116
+1,495
1728
$1.63M ﹤0.01%
120,047
+20,599
1729
$1.63M ﹤0.01%
30,001
+2,473
1730
$1.62M ﹤0.01%
36,684
+735
1731
$1.62M ﹤0.01%
42,118
+913
1732
$1.62M ﹤0.01%
55,748
1733
$1.62M ﹤0.01%
76,272
-16,734
1734
$1.62M ﹤0.01%
38,488
-17,702
1735
$1.62M ﹤0.01%
9,699
-12,106
1736
$1.61M ﹤0.01%
8,133
-19
1737
$1.61M ﹤0.01%
25,865
-548
1738
$1.6M ﹤0.01%
58,835
+1,422
1739
$1.6M ﹤0.01%
176,061
-4,964
1740
$1.6M ﹤0.01%
54,879
-1,230
1741
$1.6M ﹤0.01%
69,829
+20,304
1742
$1.6M ﹤0.01%
15,815
+1,517
1743
$1.59M ﹤0.01%
210,789
-9,753
1744
$1.59M ﹤0.01%
75,209
+27,174
1745
$1.59M ﹤0.01%
327,121
-23,786
1746
$1.59M ﹤0.01%
48,225
+42,004
1747
$1.59M ﹤0.01%
30,278
-2,660
1748
$1.59M ﹤0.01%
35,113
-2,303
1749
$1.58M ﹤0.01%
21,637
+4,508
1750
$1.58M ﹤0.01%
123,157
+29,554
68 69
70
71 72