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
3201
$35.6K ﹤0.01%
485
-333
3202
$35.5K ﹤0.01%
1,806
3203
$34.9K ﹤0.01%
20,295
-287
3204
$34.2K ﹤0.01%
33,213
+150
3205
$33.3K ﹤0.01%
49,900
-28,150
3206
$32.8K ﹤0.01%
910
-58
3207
$32.3K ﹤0.01%
88,473
+8,750
3208
$31.8K ﹤0.01%
2,339
+40
3209
$31.5K ﹤0.01%
+519
3210
$30.8K ﹤0.01%
12,225
+200
3211
$30.3K ﹤0.01%
19,200
+1,300
3212
$30K ﹤0.01%
15,000
3213
$29.6K ﹤0.01%
15,000
3214
$29.2K ﹤0.01%
+22,139
3215
$28.4K ﹤0.01%
21,200
3216
$28.4K ﹤0.01%
+20,000
3217
$27.9K ﹤0.01%
17,449
3218
$27.5K ﹤0.01%
10,275
+1
3219
$26.9K ﹤0.01%
18,034
3220
$26.2K ﹤0.01%
43,050
-8,000
3221
$26.1K ﹤0.01%
2,680
3222
$24.7K ﹤0.01%
32,790
+300
3223
$24.4K ﹤0.01%
15,542
3224
$23.7K ﹤0.01%
265
-7
3225
$23.3K ﹤0.01%
29,833
127 128
129
130 131