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
2801
$293K ﹤0.01%
8,225
-100
2802
$293K ﹤0.01%
7,685
-29
2803
$293K ﹤0.01%
21,165
+328
2804
$292K ﹤0.01%
35,300
-9,656
2805
$292K ﹤0.01%
7,400
+158
2806
$291K ﹤0.01%
4,400
-249
2807
$291K ﹤0.01%
8,214
-1,117
2808
$290K ﹤0.01%
6,300
-800
2809
$290K ﹤0.01%
10,258
-200
2810
$289K ﹤0.01%
4,750
-954
2811
$289K ﹤0.01%
20,861
-994
2812
$288K ﹤0.01%
33,600
+23,600
2813
$288K ﹤0.01%
11,322
-11,060
2814
$288K ﹤0.01%
18,157
-2,574
2815
$287K ﹤0.01%
2,466
-50
2816
$287K ﹤0.01%
17,342
-1,603
2817
$287K ﹤0.01%
32,105
-2,845
2818
$286K ﹤0.01%
20,516
-173,886
2819
$286K ﹤0.01%
9,058
+500
2820
$285K ﹤0.01%
5,609
-6,433
2821
$283K ﹤0.01%
4,152
+442
2822
$282K ﹤0.01%
21,930
+635
2823
$282K ﹤0.01%
51,218
-7,858
2824
$282K ﹤0.01%
33,928
-2,167
2825
$280K ﹤0.01%
6,127
+83
111 112
113
114 115