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
1951
$1.16M ﹤0.01%
78,347
+1,929
1952
$1.16M ﹤0.01%
103,709
+8,881
1953
$1.16M ﹤0.01%
11,476
+140
1954
$1.16M ﹤0.01%
192,353
+44,091
1955
$1.16M ﹤0.01%
29,020
-1,113
1956
$1.16M ﹤0.01%
29,718
+110
1957
$1.15M ﹤0.01%
172,040
-19,727
1958
$1.15M ﹤0.01%
105,198
-4,906
1959
$1.15M ﹤0.01%
10,898
+3,879
1960
$1.15M ﹤0.01%
14,168
-629
1961
$1.15M ﹤0.01%
35,515
+19,192
1962
$1.15M ﹤0.01%
19,704
-12,655
1963
$1.14M ﹤0.01%
26,431
+813
1964
$1.14M ﹤0.01%
44,788
+214
1965
$1.14M ﹤0.01%
30,034
+12,016
1966
$1.14M ﹤0.01%
20,086
+388
1967
$1.14M ﹤0.01%
28,518
+9,200
1968
$1.14M ﹤0.01%
22,679
-2
1969
$1.14M ﹤0.01%
15,131
-282
1970
$1.14M ﹤0.01%
+13,520
1971
$1.13M ﹤0.01%
7,279
-100
1972
$1.13M ﹤0.01%
37,708
+1,441
1973
$1.13M ﹤0.01%
111,581
-3,463
1974
$1.13M ﹤0.01%
18,938
+959
1975
$1.13M ﹤0.01%
22,511
+780
77 78
79
80 81