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
1826
$1.4M ﹤0.01%
41,386
-22,940
1827
$1.4M ﹤0.01%
36,776
-325
1828
$1.4M ﹤0.01%
77,000
1829
$1.4M ﹤0.01%
22,005
-2,156
1830
$1.4M ﹤0.01%
28,516
+1,394
1831
$1.39M ﹤0.01%
46,690
+1,000
1832
$1.39M ﹤0.01%
70,885
+6,308
1833
$1.39M ﹤0.01%
368,439
+78,610
1834
$1.38M ﹤0.01%
130,995
+109,425
1835
$1.38M ﹤0.01%
87,973
-14,453
1836
$1.38M ﹤0.01%
130,402
+6,621
1837
$1.38M ﹤0.01%
81,028
-4,846
1838
$1.38M ﹤0.01%
58,902
-9,474
1839
$1.37M ﹤0.01%
77,717
-153
1840
$1.37M ﹤0.01%
54,720
-39,474
1841
$1.36M ﹤0.01%
47,463
-1,814
1842
$1.36M ﹤0.01%
15,238
-3,026
1843
$1.35M ﹤0.01%
25,740
-26,323
1844
$1.35M ﹤0.01%
46,203
+1,615
1845
$1.34M ﹤0.01%
63,305
+879
1846
$1.34M ﹤0.01%
77,592
+7,837
1847
$1.34M ﹤0.01%
18,208
-861
1848
$1.34M ﹤0.01%
+68,957
1849
$1.34M ﹤0.01%
41,518
+5,094
1850
$1.33M ﹤0.01%
71,889
-885
72 73
74
75 76