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
3001
$188K ﹤0.01%
10,864
3002
$186K ﹤0.01%
10,647
-14,582
3003
$185K ﹤0.01%
14,263
-1,275
3004
$183K ﹤0.01%
+10,225
3005
$181K ﹤0.01%
+148,050
3006
$180K ﹤0.01%
+15,227
3007
$179K ﹤0.01%
82,416
-1,260
3008
$179K ﹤0.01%
17,352
-1,067
3009
$179K ﹤0.01%
11,721
-6,456
3010
$178K ﹤0.01%
15,462
3011
$177K ﹤0.01%
23,102
-126
3012
$177K ﹤0.01%
18,419
-148
3013
$175K ﹤0.01%
13,415
+978
3014
$174K ﹤0.01%
18,883
+1,100
3015
$174K ﹤0.01%
12,600
-200
3016
$173K ﹤0.01%
+25,143
3017
$172K ﹤0.01%
24,574
+3,205
3018
$172K ﹤0.01%
65,131
+3,749
3019
$172K ﹤0.01%
14,504
-233
3020
$172K ﹤0.01%
99,926
+244
3021
$172K ﹤0.01%
14,956
+700
3022
$171K ﹤0.01%
+38,800
3023
$171K ﹤0.01%
51,108
+3,331
3024
$170K ﹤0.01%
46,220
3025
$169K ﹤0.01%
26,150
+200
119 120
121
122 123