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
1801
$1.45M ﹤0.01%
20,098
+2,858
1802
$1.44M ﹤0.01%
24,845
+1,988
1803
$1.44M ﹤0.01%
19,652
+2,692
1804
$1.44M ﹤0.01%
14,401
+220
1805
$1.44M ﹤0.01%
54,793
+3,870
1806
$1.43M ﹤0.01%
51,042
+740
1807
$1.43M ﹤0.01%
4,320
+1,287
1808
$1.43M ﹤0.01%
8,069
-1,253
1809
$1.43M ﹤0.01%
42,890
+7,238
1810
$1.43M ﹤0.01%
30,353
-5,722
1811
$1.43M ﹤0.01%
27,154
+2,997
1812
$1.42M ﹤0.01%
59,208
1813
$1.42M ﹤0.01%
22,588
+481
1814
$1.42M ﹤0.01%
101,160
-3,995
1815
$1.42M ﹤0.01%
35,785
-1,395
1816
$1.42M ﹤0.01%
81,130
+6,252
1817
$1.42M ﹤0.01%
118,058
+8,325
1818
$1.42M ﹤0.01%
17,492
+119
1819
$1.42M ﹤0.01%
47,804
-2,651
1820
$1.41M ﹤0.01%
47,348
1821
$1.41M ﹤0.01%
29,251
-40,837
1822
$1.41M ﹤0.01%
109,923
-6
1823
$1.41M ﹤0.01%
51,080
+9,890
1824
$1.41M ﹤0.01%
34,179
-1,666
1825
$1.4M ﹤0.01%
10,535
+5,004
71 72
73
74 75