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
3126
$87.5K ﹤0.01%
2,676
-35
3127
$86.6K ﹤0.01%
16,877
-3,284
3128
$85.4K ﹤0.01%
14,021
+105
3129
$85.3K ﹤0.01%
10,600
-1,996
3130
$84.2K ﹤0.01%
21,540
-1,698
3131
$82.6K ﹤0.01%
10,955
-253
3132
$82K ﹤0.01%
13,986
-23,843
3133
$80.1K ﹤0.01%
3,715
-364
3134
$80.1K ﹤0.01%
10,760
3135
$79.9K ﹤0.01%
22,579
-27,736
3136
$79.6K ﹤0.01%
+2,050
3137
$79.1K ﹤0.01%
13,956
-3,321
3138
$76.2K ﹤0.01%
11,939
-3,941
3139
$75K ﹤0.01%
+14,889
3140
$74.7K ﹤0.01%
276,660
+13,000
3141
$73.6K ﹤0.01%
+10,748
3142
$73.2K ﹤0.01%
2,147
-5,072
3143
$72.9K ﹤0.01%
10,200
3144
$70.7K ﹤0.01%
20,304
3145
$70.5K ﹤0.01%
14,107
-6,573
3146
$70.3K ﹤0.01%
+10,452
3147
$70K ﹤0.01%
13,265
+754
3148
$69.5K ﹤0.01%
15,729
-2,944
3149
$68.9K ﹤0.01%
+15,720
3150
$68.2K ﹤0.01%
15,420
+612
124 125
126
127 128