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
2751
$323K ﹤0.01%
+28,641
2752
$323K ﹤0.01%
10,852
-2,363
2753
$322K ﹤0.01%
10,373
-1,945
2754
$321K ﹤0.01%
14,244
-1,383
2755
$320K ﹤0.01%
3,388
2756
$320K ﹤0.01%
35,562
+13,062
2757
$320K ﹤0.01%
4,061
-378
2758
$319K ﹤0.01%
11,805
-13,902
2759
$319K ﹤0.01%
11,200
2760
$318K ﹤0.01%
5,669
-14
2761
$318K ﹤0.01%
15,043
-957
2762
$316K ﹤0.01%
29,039
+101
2763
$315K ﹤0.01%
3,047
+797
2764
$315K ﹤0.01%
2,647
+654
2765
$313K ﹤0.01%
60,000
2766
$313K ﹤0.01%
39,554
+5,029
2767
$313K ﹤0.01%
6,355
+769
2768
$311K ﹤0.01%
15,235
+787
2769
$311K ﹤0.01%
10,349
+387
2770
$311K ﹤0.01%
7,289
+311
2771
$310K ﹤0.01%
32,851
+4,960
2772
$309K ﹤0.01%
30,250
+3,550
2773
$309K ﹤0.01%
5,998
-24,836
2774
$309K ﹤0.01%
29,958
+1,231
2775
$309K ﹤0.01%
141,904
+65,144
109 110
111
112 113