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
2826
$280K ﹤0.01%
+11,939
2827
$279K ﹤0.01%
6,200
2828
$279K ﹤0.01%
15,499
2829
$278K ﹤0.01%
7,053
-953
2830
$277K ﹤0.01%
17,132
-598
2831
$277K ﹤0.01%
75,593
+2,371
2832
$277K ﹤0.01%
11,524
-306
2833
$275K ﹤0.01%
+39,133
2834
$275K ﹤0.01%
20,615
+1,144
2835
$274K ﹤0.01%
11,935
-315
2836
$274K ﹤0.01%
+14,183
2837
$274K ﹤0.01%
131,184
-787
2838
$273K ﹤0.01%
8,956
+1,500
2839
$273K ﹤0.01%
35,516
+12,261
2840
$271K ﹤0.01%
1,443
-72
2841
$271K ﹤0.01%
8,222
+81
2842
$270K ﹤0.01%
8,329
2843
$269K ﹤0.01%
+4,206
2844
$269K ﹤0.01%
20,134
-2,129
2845
$269K ﹤0.01%
3,302
-629
2846
$268K ﹤0.01%
26,555
-35,139
2847
$267K ﹤0.01%
23,749
+3,370
2848
$266K ﹤0.01%
+906
2849
$266K ﹤0.01%
3,673
+724
2850
$265K ﹤0.01%
13,388
-746
112 113
114
115 116