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
1851
$1.33M ﹤0.01%
19,220
+1,708
1852
$1.33M ﹤0.01%
161,329
+98,934
1853
$1.33M ﹤0.01%
28,361
-323
1854
$1.32M ﹤0.01%
7,926
+299
1855
$1.32M ﹤0.01%
90,984
+2,315
1856
$1.32M ﹤0.01%
7,806
+241
1857
$1.32M ﹤0.01%
35,270
+6,070
1858
$1.32M ﹤0.01%
48,149
+43,680
1859
$1.31M ﹤0.01%
8,647
-1,876
1860
$1.31M ﹤0.01%
18,040
+11,530
1861
$1.31M ﹤0.01%
7,673
+402
1862
$1.31M ﹤0.01%
97,285
+18,856
1863
$1.31M ﹤0.01%
22,684
-494
1864
$1.3M ﹤0.01%
61,000
1865
$1.3M ﹤0.01%
38,542
+1,795
1866
$1.3M ﹤0.01%
143,871
-10,336
1867
$1.3M ﹤0.01%
42,248
-9,017
1868
$1.29M ﹤0.01%
34,188
-20,063
1869
$1.29M ﹤0.01%
106,130
+1,098
1870
$1.29M ﹤0.01%
141,160
+17,812
1871
$1.29M ﹤0.01%
57,366
+9,724
1872
$1.29M ﹤0.01%
41,037
+425
1873
$1.29M ﹤0.01%
52,340
+283
1874
$1.29M ﹤0.01%
50,182
-1,448
1875
$1.28M ﹤0.01%
37,533
+666
73 74
75
76 77