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
1901
$1.23M ﹤0.01%
119,879
+6,841
1902
$1.22M ﹤0.01%
7,678
+1,415
1903
$1.22M ﹤0.01%
98,743
+2,067
1904
$1.22M ﹤0.01%
10,084
+1,398
1905
$1.22M ﹤0.01%
51,973
-58,917
1906
$1.22M ﹤0.01%
+22,830
1907
$1.22M ﹤0.01%
31,706
-6,277
1908
$1.22M ﹤0.01%
21,129
-4,525
1909
$1.22M ﹤0.01%
24,525
-7,673
1910
$1.22M ﹤0.01%
26,879
-1,982
1911
$1.22M ﹤0.01%
30,027
-12,467
1912
$1.22M ﹤0.01%
59,773
+2,586
1913
$1.21M ﹤0.01%
110,613
-29,218
1914
$1.21M ﹤0.01%
142,546
-628
1915
$1.21M ﹤0.01%
65,078
+581
1916
$1.21M ﹤0.01%
35,976
+67
1917
$1.21M ﹤0.01%
187,245
+92,815
1918
$1.2M ﹤0.01%
26,044
-425
1919
$1.2M ﹤0.01%
49,223
-1,581
1920
$1.2M ﹤0.01%
209,650
+26,833
1921
$1.2M ﹤0.01%
3,234
+493
1922
$1.2M ﹤0.01%
291,015
+9,683
1923
$1.2M ﹤0.01%
+28,330
1924
$1.19M ﹤0.01%
37,296
+2,269
1925
$1.19M ﹤0.01%
14,384
+361
75 76
77
78 79