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
2676
$363K ﹤0.01%
+5,764
2677
$362K ﹤0.01%
13,055
+1,156
2678
$362K ﹤0.01%
17,586
-20,967
2679
$361K ﹤0.01%
21,286
-1,200
2680
$361K ﹤0.01%
96,217
2681
$360K ﹤0.01%
+24,459
2682
$359K ﹤0.01%
9,152
-3,666
2683
$359K ﹤0.01%
+12,090
2684
$358K ﹤0.01%
31,928
+12,521
2685
$358K ﹤0.01%
4,004
-1,840
2686
$357K ﹤0.01%
35,146
-10,602
2687
$356K ﹤0.01%
26,620
+120
2688
$356K ﹤0.01%
+15,881
2689
$356K ﹤0.01%
127,081
-1,626
2690
$355K ﹤0.01%
24,206
-3,450
2691
$355K ﹤0.01%
59,926
+12,126
2692
$354K ﹤0.01%
26,236
+6,421
2693
$353K ﹤0.01%
10,205
+929
2694
$351K ﹤0.01%
41,439
+2,835
2695
$351K ﹤0.01%
9,840
+4,343
2696
$351K ﹤0.01%
28,945
+4
2697
$350K ﹤0.01%
34,157
+675
2698
$350K ﹤0.01%
33,220
+1,620
2699
$349K ﹤0.01%
78,438
+5,400
2700
$349K ﹤0.01%
19,800
-63,989
106 107
108
109 110