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
2526
$465K ﹤0.01%
3,145
-18,740
2527
$464K ﹤0.01%
21,591
+2,856
2528
$463K ﹤0.01%
6,392
-636
2529
$462K ﹤0.01%
43,764
+45
2530
$461K ﹤0.01%
9,085
-199
2531
$461K ﹤0.01%
11,105
-135
2532
$461K ﹤0.01%
14,928
-263
2533
$461K ﹤0.01%
19,300
-3,625
2534
$460K ﹤0.01%
11,086
-2,992
2535
$458K ﹤0.01%
4,577
-866
2536
$457K ﹤0.01%
+11,514
2537
$456K ﹤0.01%
109,150
+21,989
2538
$456K ﹤0.01%
31,459
+2,945
2539
$456K ﹤0.01%
29,042
+5,694
2540
$456K ﹤0.01%
3,989
-150
2541
$455K ﹤0.01%
15,375
-31,129
2542
$455K ﹤0.01%
134,503
+59,076
2543
$454K ﹤0.01%
6,408
+2,650
2544
$454K ﹤0.01%
5,671
-203
2545
$453K ﹤0.01%
21,447
-928
2546
$453K ﹤0.01%
19,199
+1,323
2547
$452K ﹤0.01%
5,433
-10
2548
$452K ﹤0.01%
+5,009
2549
$452K ﹤0.01%
55,017
+41,562
2550
$451K ﹤0.01%
61,000
100 101
102
103 104