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
2476
$508K ﹤0.01%
35,603
-8,870
2477
$507K ﹤0.01%
+86,813
2478
$506K ﹤0.01%
17,223
-223
2479
$505K ﹤0.01%
7,267
-2,434
2480
$505K ﹤0.01%
7,410
-1,285
2481
$505K ﹤0.01%
5,666
-492
2482
$503K ﹤0.01%
35,639
-1,806
2483
$502K ﹤0.01%
20,032
-683
2484
$501K ﹤0.01%
38,533
-1,626
2485
$499K ﹤0.01%
34,509
-13,927
2486
$499K ﹤0.01%
12,100
+344
2487
$499K ﹤0.01%
12,688
+583
2488
$498K ﹤0.01%
+60,772
2489
$498K ﹤0.01%
17,369
-725
2490
$498K ﹤0.01%
30,348
+18,089
2491
$497K ﹤0.01%
17,481
+2,106
2492
$497K ﹤0.01%
107,072
2493
$496K ﹤0.01%
36,183
-2,175
2494
$494K ﹤0.01%
21,378
+264
2495
$493K ﹤0.01%
47,901
-3,421
2496
$490K ﹤0.01%
14,718
-24,060
2497
$488K ﹤0.01%
21,293
-73
2498
$487K ﹤0.01%
15,174
+4,774
2499
$487K ﹤0.01%
14,754
+744
2500
$486K ﹤0.01%
30,308
+6,692
98 99
100
101 102