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 8.07%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2851
$265K ﹤0.01%
+34,650
2852
$264K ﹤0.01%
120,058
-71,235
2853
$264K ﹤0.01%
6,057
-4,431
2854
$264K ﹤0.01%
2,291
-911
2855
$263K ﹤0.01%
5,514
-225
2856
$263K ﹤0.01%
30,025
-11,950
2857
$263K ﹤0.01%
10,341
-10,904
2858
$262K ﹤0.01%
10,857
+54
2859
$262K ﹤0.01%
+70,119
2860
$262K ﹤0.01%
19,805
-1,979
2861
$262K ﹤0.01%
52,736
+5,900
2862
$261K ﹤0.01%
6,463
+202
2863
$261K ﹤0.01%
2,669
-13,138
2864
$260K ﹤0.01%
19,089
-60,589
2865
$260K ﹤0.01%
3,464
2866
$260K ﹤0.01%
39,387
-10,985
2867
$256K ﹤0.01%
21,595
+2,539
2868
$256K ﹤0.01%
13,958
+136
2869
$255K ﹤0.01%
25,701
-6,900
2870
$255K ﹤0.01%
12,354
-905
2871
$255K ﹤0.01%
12,317
+1,189
2872
$253K ﹤0.01%
26,139
-7,533
2873
$252K ﹤0.01%
25,000
-13,000
2874
$252K ﹤0.01%
3,364
-9,395
2875
$252K ﹤0.01%
15,696
+1,592
113 114
115
116 117