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
1776
$1.5M ﹤0.01%
9,429
-1,777
1777
$1.5M ﹤0.01%
60,807
-2,815
1778
$1.5M ﹤0.01%
30,857
+492
1779
$1.5M ﹤0.01%
37,471
+230
1780
$1.5M ﹤0.01%
303,031
-26,705
1781
$1.5M ﹤0.01%
90,725
-7,873
1782
$1.49M ﹤0.01%
194,786
-15,041
1783
$1.49M ﹤0.01%
48,245
-6,780
1784
$1.49M ﹤0.01%
101,256
-1,163
1785
$1.49M ﹤0.01%
65,886
+1,975
1786
$1.49M ﹤0.01%
72,255
+62,159
1787
$1.49M ﹤0.01%
41,962
+46
1788
$1.48M ﹤0.01%
54,657
-8,085
1789
$1.48M ﹤0.01%
176,298
-3,898
1790
$1.48M ﹤0.01%
43,974
+2,825
1791
$1.48M ﹤0.01%
232,401
-10,282
1792
$1.47M ﹤0.01%
29,515
1793
$1.47M ﹤0.01%
182,650
-10,581
1794
$1.47M ﹤0.01%
71,932
+7,559
1795
$1.46M ﹤0.01%
79,945
-2,460
1796
$1.46M ﹤0.01%
146,161
-13,779
1797
$1.46M ﹤0.01%
21,882
-760
1798
$1.46M ﹤0.01%
31,139
+996
1799
$1.45M ﹤0.01%
241,390
+3,014
1800
$1.45M ﹤0.01%
7,061
+455
70 71
72
73 74