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
2351
$646K ﹤0.01%
42,180
+51
2352
$644K ﹤0.01%
10,699
+1,235
2353
$644K ﹤0.01%
37,838
-43,988
2354
$642K ﹤0.01%
11,137
-133
2355
$639K ﹤0.01%
+30,181
2356
$638K ﹤0.01%
37,982
+4,429
2357
$637K ﹤0.01%
66,208
-3,295
2358
$636K ﹤0.01%
48,536
+1,719
2359
$636K ﹤0.01%
20,080
-7,169
2360
$634K ﹤0.01%
9,780
+380
2361
$633K ﹤0.01%
69,275
+36,326
2362
$633K ﹤0.01%
16,722
+5,239
2363
$630K ﹤0.01%
11,233
-1,236
2364
$630K ﹤0.01%
23,346
+5,120
2365
$630K ﹤0.01%
+22,978
2366
$628K ﹤0.01%
16,314
+2,488
2367
$628K ﹤0.01%
18,738
+2,693
2368
$626K ﹤0.01%
43,655
+758
2369
$626K ﹤0.01%
9,502
-13,162
2370
$623K ﹤0.01%
46,450
+7,600
2371
$623K ﹤0.01%
19,091
+1,497
2372
$622K ﹤0.01%
95,761
-5,922
2373
$622K ﹤0.01%
6,208
-169
2374
$622K ﹤0.01%
41,594
-494,637
2375
$621K ﹤0.01%
49,816
-4,110
93 94
95
96 97