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
1876
$1.28M ﹤0.01%
122,821
-3,515
1877
$1.28M ﹤0.01%
52,123
-222
1878
$1.27M ﹤0.01%
17,638
-30,773
1879
$1.27M ﹤0.01%
27,857
-112
1880
$1.27M ﹤0.01%
25,044
+2,380
1881
$1.27M ﹤0.01%
15,526
-425
1882
$1.27M ﹤0.01%
30,476
+7,824
1883
$1.26M ﹤0.01%
109,145
+3,222
1884
$1.26M ﹤0.01%
42,250
-1,616
1885
$1.26M ﹤0.01%
131,293
+6,742
1886
$1.26M ﹤0.01%
86,196
+12,439
1887
$1.26M ﹤0.01%
86,145
-399,403
1888
$1.25M ﹤0.01%
+44,095
1889
$1.25M ﹤0.01%
35,445
-4,300
1890
$1.25M ﹤0.01%
32,750
-27,365
1891
$1.25M ﹤0.01%
22,791
+1,371
1892
$1.25M ﹤0.01%
42,152
+1
1893
$1.25M ﹤0.01%
11,039
+10
1894
$1.24M ﹤0.01%
16,960
+344
1895
$1.24M ﹤0.01%
54,703
+14,682
1896
$1.24M ﹤0.01%
36,788
-841
1897
$1.24M ﹤0.01%
47,450
-4,676
1898
$1.23M ﹤0.01%
25,823
+11,194
1899
$1.23M ﹤0.01%
162,928
+14,879
1900
$1.23M ﹤0.01%
97,619
+14,306
74 75
76
77 78