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
2726
$333K ﹤0.01%
5,812
-4,755
2727
$333K ﹤0.01%
7,928
+59
2728
$331K ﹤0.01%
21,231
+2,636
2729
$331K ﹤0.01%
24,735
-5,875
2730
$331K ﹤0.01%
5,930
2731
$330K ﹤0.01%
17,341
-2,290
2732
$330K ﹤0.01%
5,456
+477
2733
$330K ﹤0.01%
26,457
+12,200
2734
$330K ﹤0.01%
2,641
+327
2735
$330K ﹤0.01%
45,595
+3,133
2736
$328K ﹤0.01%
2,581
+36
2737
$328K ﹤0.01%
14,572
-392
2738
$328K ﹤0.01%
12,114
-426
2739
$328K ﹤0.01%
19,345
-223
2740
$328K ﹤0.01%
48,201
-1,247
2741
$328K ﹤0.01%
6,832
-819
2742
$328K ﹤0.01%
+64,743
2743
$328K ﹤0.01%
9,512
-4,042
2744
$327K ﹤0.01%
8,957
+573
2745
$327K ﹤0.01%
6,454
+165
2746
$326K ﹤0.01%
10,821
2747
$326K ﹤0.01%
12,440
+3,727
2748
$325K ﹤0.01%
6,372
-1,718
2749
$325K ﹤0.01%
+14,412
2750
$323K ﹤0.01%
17,509
-106
108 109
110
111 112