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
3226
$23K ﹤0.01%
19,525
+750
3227
$21.3K ﹤0.01%
340
-124
3228
$19K ﹤0.01%
100,000
3229
$18.6K ﹤0.01%
15,786
+850
3230
$18.5K ﹤0.01%
13,000
3231
$18.3K ﹤0.01%
520
3232
$17.4K ﹤0.01%
16,450
+500
3233
$16.2K ﹤0.01%
200,000
3234
$15.6K ﹤0.01%
870
-575
3235
$15.3K ﹤0.01%
13,210
3236
$14.8K ﹤0.01%
45,500
+20,000
3237
$14.3K ﹤0.01%
780
3238
$13.9K ﹤0.01%
10,840
3239
$13.6K ﹤0.01%
1,742
-15
3240
$13.6K ﹤0.01%
+906
3241
$12K ﹤0.01%
1,500
3242
$11.8K ﹤0.01%
792
-30
3243
$10.5K ﹤0.01%
46
+20
3244
$7.06K ﹤0.01%
825
3245
$6.2K ﹤0.01%
1,220
3246
$6.05K ﹤0.01%
1,440
-10
3247
$4.8K ﹤0.01%
1,027
-59
3248
$3.76K ﹤0.01%
4
-1
3249
$3.73K ﹤0.01%
24,876
3250
$2.66K ﹤0.01%
10,191
128 129
130
131 132