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
3176
$48.5K ﹤0.01%
21,848
+1,000
3177
$48.5K ﹤0.01%
13,700
+451
3178
$48.2K ﹤0.01%
79,658
-27,960
3179
$47.7K ﹤0.01%
12,000
-533
3180
$47.4K ﹤0.01%
48,328
-57,783
3181
$47K ﹤0.01%
27,500
3182
$46.6K ﹤0.01%
3,570
-466
3183
$46.1K ﹤0.01%
+17,865
3184
$45.9K ﹤0.01%
3,799
+579
3185
$45.7K ﹤0.01%
49,169
+38
3186
$45.4K ﹤0.01%
11,070
3187
$45.1K ﹤0.01%
+14,000
3188
$42.5K ﹤0.01%
46,687
3189
$42.4K ﹤0.01%
20,000
3190
$42.3K ﹤0.01%
+898
3191
$41.1K ﹤0.01%
10,712
-1,600
3192
$40K ﹤0.01%
36,738
-20,303
3193
$39.8K ﹤0.01%
+15,348
3194
$39.3K ﹤0.01%
18,632
+1,300
3195
$38.5K ﹤0.01%
14,650
-250
3196
$38.4K ﹤0.01%
1,964
+275
3197
$38.3K ﹤0.01%
+12,274
3198
$38.1K ﹤0.01%
1,501
-475
3199
$35.7K ﹤0.01%
+16,931
3200
$35.7K ﹤0.01%
+44,750
126 127
128
129 130