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
2601
$411K ﹤0.01%
+36,835
2602
$411K ﹤0.01%
35,672
+440
2603
$410K ﹤0.01%
27,070
+2,549
2604
$410K ﹤0.01%
+14,176
2605
$410K ﹤0.01%
5,311
-42
2606
$409K ﹤0.01%
12,186
-375
2607
$409K ﹤0.01%
39,784
+67
2608
$408K ﹤0.01%
4,194
-106
2609
$407K ﹤0.01%
10,391
+18
2610
$406K ﹤0.01%
3,739
-12,273
2611
$406K ﹤0.01%
47,518
+386
2612
$406K ﹤0.01%
22,294
-220
2613
$406K ﹤0.01%
16,255
+3,145
2614
$404K ﹤0.01%
19,280
-612
2615
$403K ﹤0.01%
13,898
+1,677
2616
$402K ﹤0.01%
9,564
-11,664
2617
$401K ﹤0.01%
+12,678
2618
$400K ﹤0.01%
10,068
+1,206
2619
$400K ﹤0.01%
21,904
+8,653
2620
$400K ﹤0.01%
23,441
-5,921
2621
$400K ﹤0.01%
+11,929
2622
$399K ﹤0.01%
13,207
-41
2623
$398K ﹤0.01%
+22,118
2624
$397K ﹤0.01%
8,538
-788
2625
$397K ﹤0.01%
14,819
103 104
105
106 107