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
2951
$216K ﹤0.01%
9,052
-438
2952
$215K ﹤0.01%
+8,970
2953
$215K ﹤0.01%
11,726
2954
$215K ﹤0.01%
6,882
-1,216
2955
$215K ﹤0.01%
100,000
2956
$215K ﹤0.01%
20,685
-567
2957
$213K ﹤0.01%
+4,807
2958
$213K ﹤0.01%
+10,020
2959
$213K ﹤0.01%
4,513
-1,552
2960
$213K ﹤0.01%
+7,687
2961
$213K ﹤0.01%
16,244
-878
2962
$213K ﹤0.01%
6,034
2963
$213K ﹤0.01%
5,436
-276
2964
$213K ﹤0.01%
4,148
+287
2965
$212K ﹤0.01%
45,979
-11,057
2966
$212K ﹤0.01%
15,068
-300
2967
$212K ﹤0.01%
+2,126
2968
$211K ﹤0.01%
+6,584
2969
$211K ﹤0.01%
9,634
+570
2970
$210K ﹤0.01%
10,648
+738
2971
$209K ﹤0.01%
+6,724
2972
$208K ﹤0.01%
18,299
-14,341
2973
$207K ﹤0.01%
10,970
2974
$206K ﹤0.01%
+8,921
2975
$204K ﹤0.01%
30,103
+741
117 118
119
120 121