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
2576
$431K ﹤0.01%
9,128
+77
2577
$430K ﹤0.01%
19,395
+650
2578
$430K ﹤0.01%
4,802
-18
2579
$428K ﹤0.01%
54,307
+1,942
2580
$428K ﹤0.01%
13,730
2581
$426K ﹤0.01%
12,282
-918
2582
$426K ﹤0.01%
16,483
+605
2583
$425K ﹤0.01%
15,176
-1,697
2584
$425K ﹤0.01%
8,300
+585
2585
$425K ﹤0.01%
+5,885
2586
$424K ﹤0.01%
6,351
+1,324
2587
$423K ﹤0.01%
+23,490
2588
$423K ﹤0.01%
1,749
+453
2589
$420K ﹤0.01%
93,539
-2,198
2590
$418K ﹤0.01%
12,432
-2,332
2591
$417K ﹤0.01%
5,758
+185
2592
$417K ﹤0.01%
1,849
-45
2593
$417K ﹤0.01%
47,663
-867
2594
$416K ﹤0.01%
3,323
-61
2595
$416K ﹤0.01%
13,689
+943
2596
$416K ﹤0.01%
256,532
+54,175
2597
$415K ﹤0.01%
14,195
+1,221
2598
$412K ﹤0.01%
113,279
2599
$412K ﹤0.01%
8,760
2600
$411K ﹤0.01%
6,930
+484
102 103
104
105 106