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
2551
$451K ﹤0.01%
44,708
+772
2552
$446K ﹤0.01%
7,288
-3,178
2553
$446K ﹤0.01%
35,937
-2,077
2554
$446K ﹤0.01%
16,075
2555
$445K ﹤0.01%
7,358
+187
2556
$445K ﹤0.01%
4,270
-563
2557
$445K ﹤0.01%
19,316
-31,541
2558
$444K ﹤0.01%
18,480
+21
2559
$443K ﹤0.01%
35,611
-41,061
2560
$442K ﹤0.01%
7,383
-215
2561
$442K ﹤0.01%
4,487
+188
2562
$441K ﹤0.01%
7,324
+1,671
2563
$440K ﹤0.01%
3,486
-48,434
2564
$440K ﹤0.01%
23,590
+604
2565
$440K ﹤0.01%
7,027
+223
2566
$439K ﹤0.01%
10,804
+644
2567
$438K ﹤0.01%
14,538
+15
2568
$438K ﹤0.01%
21,034
+282
2569
$437K ﹤0.01%
25,518
-11,185
2570
$433K ﹤0.01%
11,911
-771
2571
$433K ﹤0.01%
56,617
-2,511
2572
$432K ﹤0.01%
28,091
2573
$432K ﹤0.01%
42,635
-912
2574
$432K ﹤0.01%
5,070
+634
2575
$432K ﹤0.01%
14,204
-1,460
101 102
103
104 105