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
2626
$395K ﹤0.01%
53,329
+4,195
2627
$395K ﹤0.01%
62,275
+9,950
2628
$395K ﹤0.01%
47,563
+1,833
2629
$395K ﹤0.01%
45,724
-70
2630
$394K ﹤0.01%
38,665
-13,704
2631
$394K ﹤0.01%
6,772
-109
2632
$394K ﹤0.01%
12,166
+1,645
2633
$393K ﹤0.01%
19,504
-1,337
2634
$391K ﹤0.01%
50,810
-1,200
2635
$390K ﹤0.01%
9,634
-898
2636
$388K ﹤0.01%
4,403
-20,963
2637
$388K ﹤0.01%
43,375
+7,060
2638
$387K ﹤0.01%
5,976
-410
2639
$387K ﹤0.01%
4,921
-1,139
2640
$386K ﹤0.01%
+6,172
2641
$381K ﹤0.01%
47,584
+1,750
2642
$381K ﹤0.01%
12,332
2643
$380K ﹤0.01%
2,695
-312
2644
$379K ﹤0.01%
+29,051
2645
$379K ﹤0.01%
7,651
-115
2646
$379K ﹤0.01%
17,330
+506
2647
$378K ﹤0.01%
13,569
-1,147
2648
$378K ﹤0.01%
11,608
-362
2649
$377K ﹤0.01%
13,587
-2,000
2650
$377K ﹤0.01%
16,206
-13,970
104 105
106
107 108