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
2876
$252K ﹤0.01%
4,350
-3,016
2877
$251K ﹤0.01%
+3,164
2878
$251K ﹤0.01%
7,400
-260
2879
$251K ﹤0.01%
42,196
+6,500
2880
$251K ﹤0.01%
4,883
-2,163
2881
$250K ﹤0.01%
8,502
+464
2882
$250K ﹤0.01%
15,265
2883
$249K ﹤0.01%
27,261
+2,288
2884
$249K ﹤0.01%
69,310
+31,200
2885
$249K ﹤0.01%
4,968
-1,120
2886
$248K ﹤0.01%
4,346
-7,836
2887
$248K ﹤0.01%
12,188
-4,373
2888
$245K ﹤0.01%
1,523
-28
2889
$245K ﹤0.01%
2,612
2890
$245K ﹤0.01%
8,323
+28
2891
$245K ﹤0.01%
+3,980
2892
$244K ﹤0.01%
9,910
-8,106
2893
$243K ﹤0.01%
19,352
-8,686
2894
$243K ﹤0.01%
31,418
+3,004
2895
$243K ﹤0.01%
4,255
-1
2896
$243K ﹤0.01%
25,700
+15,100
2897
$242K ﹤0.01%
28,593
2898
$242K ﹤0.01%
7,075
-126
2899
$242K ﹤0.01%
5,296
-640
2900
$241K ﹤0.01%
+14,661
114 115
116
117 118