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
2051
$1.01M ﹤0.01%
17,127
+10,341
2052
$1.01M ﹤0.01%
124,950
-6,459
2053
$1M ﹤0.01%
12,635
+428
2054
$1M ﹤0.01%
41,408
-12,658
2055
$999K ﹤0.01%
+22,419
2056
$991K ﹤0.01%
41,196
-11,967
2057
$990K ﹤0.01%
8,289
+10
2058
$987K ﹤0.01%
38,609
-44,682
2059
$984K ﹤0.01%
17,596
+6,226
2060
$983K ﹤0.01%
10,423
-1,060
2061
$982K ﹤0.01%
10,483
-1,332
2062
$977K ﹤0.01%
80,618
-450
2063
$976K ﹤0.01%
23,128
+540
2064
$975K ﹤0.01%
173,714
-10,047
2065
$972K ﹤0.01%
20,689
+179
2066
$968K ﹤0.01%
29,171
-136
2067
$967K ﹤0.01%
21,325
-4,491
2068
$966K ﹤0.01%
14,152
+150
2069
$963K ﹤0.01%
13,351
-339
2070
$963K ﹤0.01%
16,411
-1,584
2071
$961K ﹤0.01%
113,300
+1,200
2072
$959K ﹤0.01%
107,660
-101,027
2073
$959K ﹤0.01%
+32,550
2074
$957K ﹤0.01%
55,948
+360
2075
$957K ﹤0.01%
251,900
+4,744
81 82
83
84 85