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
2976
$204K ﹤0.01%
5,490
-2,802
2977
$204K ﹤0.01%
1,593
+77
2978
$204K ﹤0.01%
+3,852
2979
$204K ﹤0.01%
1,475
-1
2980
$203K ﹤0.01%
10,873
-731
2981
$203K ﹤0.01%
19,851
-25
2982
$203K ﹤0.01%
28,052
+1,337
2983
$203K ﹤0.01%
+5,333
2984
$202K ﹤0.01%
13,268
-1,174
2985
$202K ﹤0.01%
2,623
-15
2986
$202K ﹤0.01%
1,240
-305
2987
$201K ﹤0.01%
43,211
-505,230
2988
$201K ﹤0.01%
43,186
-13,332
2989
$201K ﹤0.01%
24,112
-182
2990
$201K ﹤0.01%
18,740
+6,215
2991
$199K ﹤0.01%
22,026
-1,480
2992
$198K ﹤0.01%
12,553
+627
2993
$196K ﹤0.01%
64,736
+7,498
2994
$194K ﹤0.01%
16,230
-131
2995
$194K ﹤0.01%
10,135
-2,414
2996
$192K ﹤0.01%
20,218
-425
2997
$191K ﹤0.01%
+89,058
2998
$191K ﹤0.01%
12,309
-1,732
2999
$189K ﹤0.01%
15,207
+598
3000
$188K ﹤0.01%
19,757
-20,284
118 119
120
121 122