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
1926
$1.19M ﹤0.01%
49,031
-822
1927
$1.19M ﹤0.01%
5,276
-11
1928
$1.19M ﹤0.01%
46,469
+3,819
1929
$1.19M ﹤0.01%
53,331
-11,489
1930
$1.19M ﹤0.01%
151,957
+3,730
1931
$1.18M ﹤0.01%
123,907
-487
1932
$1.18M ﹤0.01%
+120,962
1933
$1.18M ﹤0.01%
27,115
+5,182
1934
$1.18M ﹤0.01%
71,838
+2,330
1935
$1.18M ﹤0.01%
12,593
+2,941
1936
$1.18M ﹤0.01%
61,616
-114,784
1937
$1.18M ﹤0.01%
99,985
-20,149
1938
$1.17M ﹤0.01%
86,272
-5,969
1939
$1.17M ﹤0.01%
51,168
-1,712
1940
$1.17M ﹤0.01%
15,453
-1,892
1941
$1.17M ﹤0.01%
79,380
+1,857
1942
$1.17M ﹤0.01%
9,630
-883
1943
$1.17M ﹤0.01%
49,099
+1,728
1944
$1.17M ﹤0.01%
53,136
+266
1945
$1.17M ﹤0.01%
43,366
-1,186
1946
$1.17M ﹤0.01%
15,847
-10,087
1947
$1.17M ﹤0.01%
8,649
-54
1948
$1.16M ﹤0.01%
116,459
+5,233
1949
$1.16M ﹤0.01%
51,549
-1,144
1950
$1.16M ﹤0.01%
7,783
+651
76 77
78
79 80