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
1751
$1.58M ﹤0.01%
28,555
+71
1752
$1.58M ﹤0.01%
13,319
-1,206
1753
$1.57M ﹤0.01%
49,789
+6,387
1754
$1.57M ﹤0.01%
27,530
+217
1755
$1.57M ﹤0.01%
87,847
-760
1756
$1.57M ﹤0.01%
17,395
-13,526
1757
$1.56M ﹤0.01%
12,593
-1,912
1758
$1.56M ﹤0.01%
23,323
+4,078
1759
$1.56M ﹤0.01%
18,932
-120
1760
$1.56M ﹤0.01%
36,305
-11,279
1761
$1.55M ﹤0.01%
63,360
-371
1762
$1.55M ﹤0.01%
214,978
-77,688
1763
$1.55M ﹤0.01%
52,289
+12
1764
$1.55M ﹤0.01%
29,601
+4,200
1765
$1.55M ﹤0.01%
42,137
-143
1766
$1.54M ﹤0.01%
71,525
-142,012
1767
$1.54M ﹤0.01%
63,161
+1,195
1768
$1.54M ﹤0.01%
65,412
-2,877
1769
$1.54M ﹤0.01%
19,669
-1,885
1770
$1.52M ﹤0.01%
+74,847
1771
$1.52M ﹤0.01%
20,222
-3,844
1772
$1.52M ﹤0.01%
3,330
-164
1773
$1.52M ﹤0.01%
68,118
-128
1774
$1.51M ﹤0.01%
60,304
+29,365
1775
$1.51M ﹤0.01%
91,232
-8,116
69 70
71
72 73