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
3151
$67.8K ﹤0.01%
36,401
3152
$66.7K ﹤0.01%
13,003
-1,023
3153
$65.3K ﹤0.01%
17,944
-8,544
3154
$64.8K ﹤0.01%
10,442
-7,636
3155
$64.8K ﹤0.01%
158,209
-21
3156
$64.6K ﹤0.01%
25,273
-740
3157
$64.4K ﹤0.01%
12,800
-500
3158
$63.5K ﹤0.01%
+4,684
3159
$63.4K ﹤0.01%
12,423
-867
3160
$63.3K ﹤0.01%
23,254
-3,020
3161
$61.8K ﹤0.01%
4,461
+564
3162
$61.8K ﹤0.01%
15,150
3163
$61.3K ﹤0.01%
12,558
+859
3164
$61K ﹤0.01%
14,907
-73,991
3165
$60.3K ﹤0.01%
11,670
-2,052
3166
$60.2K ﹤0.01%
12,611
+327
3167
$57.7K ﹤0.01%
+20,100
3168
$56.1K ﹤0.01%
11,889
+127
3169
$55.1K ﹤0.01%
7,135
-2,013
3170
$54.7K ﹤0.01%
+11,181
3171
$53.4K ﹤0.01%
17,118
-2,355
3172
$52.7K ﹤0.01%
18,172
-1,500
3173
$52.5K ﹤0.01%
10,912
+100
3174
$49.5K ﹤0.01%
668
+130
3175
$48.8K ﹤0.01%
10,938
+94
125 126
127
128 129