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
2501
$486K ﹤0.01%
37,537
+7,554
2502
$485K ﹤0.01%
+4,707
2503
$485K ﹤0.01%
35,032
+19,469
2504
$485K ﹤0.01%
+14,662
2505
$484K ﹤0.01%
39,354
-2,063
2506
$483K ﹤0.01%
28,031
-1,138
2507
$483K ﹤0.01%
34,768
+4,940
2508
$483K ﹤0.01%
23,550
+2,034
2509
$482K ﹤0.01%
8,573
-2,778
2510
$481K ﹤0.01%
74,085
-6,845
2511
$480K ﹤0.01%
3,598
+365
2512
$480K ﹤0.01%
2,628
+236
2513
$479K ﹤0.01%
80,952
+7,732
2514
$477K ﹤0.01%
12,246
-707
2515
$474K ﹤0.01%
14,393
-132
2516
$474K ﹤0.01%
34,848
-6,591
2517
$474K ﹤0.01%
25,377
-3,219
2518
$473K ﹤0.01%
2,055
-624
2519
$472K ﹤0.01%
8,433
2520
$472K ﹤0.01%
286,017
-12,681
2521
$471K ﹤0.01%
10,381
-242
2522
$471K ﹤0.01%
6,950
+199
2523
$471K ﹤0.01%
14,989
-535
2524
$469K ﹤0.01%
7,552
-324
2525
$468K ﹤0.01%
22,050
+665
99 100
101
102 103