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
3076
$121K ﹤0.01%
15,442
-12,858
3077
$121K ﹤0.01%
16,448
-398
3078
$120K ﹤0.01%
2,689
-86
3079
$119K ﹤0.01%
69,431
-216
3080
$119K ﹤0.01%
11,633
-885
3081
$119K ﹤0.01%
14,169
+2,500
3082
$118K ﹤0.01%
17,562
+2,190
3083
$117K ﹤0.01%
38,107
+347
3084
$117K ﹤0.01%
14,630
+9,979
3085
$117K ﹤0.01%
80,960
+1,374
3086
$117K ﹤0.01%
47,558
-370
3087
$115K ﹤0.01%
11,867
-2,325
3088
$114K ﹤0.01%
10,917
+149
3089
$114K ﹤0.01%
15,667
-919
3090
$113K ﹤0.01%
15,500
3091
$109K ﹤0.01%
+17,000
3092
$107K ﹤0.01%
25,839
3093
$107K ﹤0.01%
10,634
-61
3094
$106K ﹤0.01%
16,990
-186
3095
$106K ﹤0.01%
37,682
+3,000
3096
$106K ﹤0.01%
11,000
-700
3097
$105K ﹤0.01%
40,500
3098
$104K ﹤0.01%
+12,000
3099
$104K ﹤0.01%
14,949
3100
$104K ﹤0.01%
48,854
+31,387
122 123
124
125 126