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
3026
$169K ﹤0.01%
23,665
-994
3027
$169K ﹤0.01%
25,323
-13,494
3028
$168K ﹤0.01%
4,138
-456
3029
$168K ﹤0.01%
+17,454
3030
$167K ﹤0.01%
+15,795
3031
$167K ﹤0.01%
18,336
-2,570
3032
$166K ﹤0.01%
18,545
-9,764
3033
$166K ﹤0.01%
16,081
+3,312
3034
$165K ﹤0.01%
34,615
-1,378
3035
$165K ﹤0.01%
24,593
+328
3036
$164K ﹤0.01%
12,923
-2,174
3037
$163K ﹤0.01%
15,800
+5,099
3038
$161K ﹤0.01%
16,700
+500
3039
$160K ﹤0.01%
14,315
-360
3040
$159K ﹤0.01%
15,070
3041
$158K ﹤0.01%
60,235
3042
$157K ﹤0.01%
11,050
-2,039
3043
$156K ﹤0.01%
40,428
-4,604
3044
$155K ﹤0.01%
13,343
-842
3045
$153K ﹤0.01%
14,380
+1,754
3046
$149K ﹤0.01%
22,195
-122,459
3047
$147K ﹤0.01%
12,057
3048
$145K ﹤0.01%
+10,112
3049
$143K ﹤0.01%
10,000
3050
$142K ﹤0.01%
9,716
-323
120 121
122
123 124