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
3101
$104K ﹤0.01%
10,753
+14
3102
$103K ﹤0.01%
12,677
3103
$101K ﹤0.01%
12,461
-3,405
3104
$101K ﹤0.01%
12,300
3105
$101K ﹤0.01%
8,260
+1,810
3106
$101K ﹤0.01%
34,000
-2,500
3107
$98.3K ﹤0.01%
10,010
3108
$97.8K ﹤0.01%
+16,250
3109
$97.7K ﹤0.01%
+25,710
3110
$97.6K ﹤0.01%
10,598
-3,031
3111
$97.1K ﹤0.01%
16,715
-2,374
3112
$97.1K ﹤0.01%
19,373
3113
$96K ﹤0.01%
+28,000
3114
$95.9K ﹤0.01%
+18,518
3115
$94.8K ﹤0.01%
10,329
-1,869
3116
$94.5K ﹤0.01%
10,918
3117
$94.5K ﹤0.01%
10,567
-3,597
3118
$91.9K ﹤0.01%
11,614
-14,358
3119
$91.6K ﹤0.01%
10,841
3120
$89.3K ﹤0.01%
81,967
-46,952
3121
$89K ﹤0.01%
13,561
-379
3122
$88.3K ﹤0.01%
+10,471
3123
$87.9K ﹤0.01%
17,907
-13,640
3124
$87.8K ﹤0.01%
17,603
-200
3125
$87.5K ﹤0.01%
10,701
-379
123 124
125
126 127