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
2901
$239K ﹤0.01%
7,045
-2,244
2902
$239K ﹤0.01%
5,052
-8,070
2903
$239K ﹤0.01%
22,771
-31
2904
$238K ﹤0.01%
4,277
+578
2905
$237K ﹤0.01%
5,800
2906
$236K ﹤0.01%
9,169
2907
$236K ﹤0.01%
8,358
+16
2908
$236K ﹤0.01%
19,007
-1,300
2909
$235K ﹤0.01%
+5,130
2910
$235K ﹤0.01%
17,126
+227
2911
$235K ﹤0.01%
16,226
+860
2912
$235K ﹤0.01%
+10,071
2913
$234K ﹤0.01%
10,841
-1,080
2914
$234K ﹤0.01%
5,970
+200
2915
$233K ﹤0.01%
21,429
-2,144
2916
$232K ﹤0.01%
5,829
-1,161
2917
$231K ﹤0.01%
4,106
-2
2918
$231K ﹤0.01%
+2,041
2919
$231K ﹤0.01%
21,055
+6,195
2920
$230K ﹤0.01%
9,167
-1,541
2921
$229K ﹤0.01%
5,091
-1,944
2922
$229K ﹤0.01%
33,685
-74,016
2923
$229K ﹤0.01%
89,723
-6,377
2924
$228K ﹤0.01%
+3,354
2925
$228K ﹤0.01%
2,271
+38
115 116
117
118 119