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
2926
$228K ﹤0.01%
2,172
2927
$227K ﹤0.01%
11,540
-29
2928
$226K ﹤0.01%
5,178
-4,935
2929
$225K ﹤0.01%
+14,753
2930
$225K ﹤0.01%
+10,334
2931
$225K ﹤0.01%
23,747
+2,577
2932
$225K ﹤0.01%
27,862
-6,867
2933
$222K ﹤0.01%
+4,258
2934
$221K ﹤0.01%
+4,552
2935
$221K ﹤0.01%
24,838
+690
2936
$221K ﹤0.01%
6,186
+384
2937
$221K ﹤0.01%
7,673
-869
2938
$221K ﹤0.01%
8,136
+648
2939
$221K ﹤0.01%
23,090
-5,398
2940
$220K ﹤0.01%
26,700
-1,325
2941
$220K ﹤0.01%
13,144
-84
2942
$219K ﹤0.01%
+8,084
2943
$218K ﹤0.01%
91,347
+20,677
2944
$218K ﹤0.01%
10,950
-400
2945
$218K ﹤0.01%
+5,711
2946
$217K ﹤0.01%
43,009
+1,759
2947
$217K ﹤0.01%
11,058
2948
$217K ﹤0.01%
14,944
+3,518
2949
$216K ﹤0.01%
8,696
+105
2950
$216K ﹤0.01%
+6,740
116 117
118
119 120