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
1976
$1.13M ﹤0.01%
12,493
+147
1977
$1.13M ﹤0.01%
25,586
+539
1978
$1.12M ﹤0.01%
20,660
-2,844
1979
$1.12M ﹤0.01%
29,037
+2,874
1980
$1.12M ﹤0.01%
16,693
-1,064
1981
$1.12M ﹤0.01%
32,831
-1,558
1982
$1.12M ﹤0.01%
65,177
+2,387
1983
$1.12M ﹤0.01%
25,112
+1,123
1984
$1.12M ﹤0.01%
262,103
-2,136
1985
$1.12M ﹤0.01%
71,842
+3,445
1986
$1.12M ﹤0.01%
166,689
+5,139
1987
$1.11M ﹤0.01%
15,888
+141
1988
$1.11M ﹤0.01%
168,406
+4,906
1989
$1.1M ﹤0.01%
87,316
+9,262
1990
$1.1M ﹤0.01%
128,775
+9,242
1991
$1.1M ﹤0.01%
28,744
-43,416
1992
$1.09M ﹤0.01%
7,930
-3,438
1993
$1.09M ﹤0.01%
26,494
+812
1994
$1.09M ﹤0.01%
63,793
+927
1995
$1.09M ﹤0.01%
28,592
+283
1996
$1.09M ﹤0.01%
25,609
-7,744
1997
$1.09M ﹤0.01%
20,580
-561
1998
$1.08M ﹤0.01%
19,961
-282
1999
$1.08M ﹤0.01%
15,614
+383
2000
$1.08M ﹤0.01%
65,801
+5,824
78 79
80
81 82