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
2076
$956K ﹤0.01%
71,105
+8,615
2077
$953K ﹤0.01%
51,401
+2,774
2078
$945K ﹤0.01%
52,000
-13,000
2079
$945K ﹤0.01%
22,968
-5,759
2080
$944K ﹤0.01%
9,976
+1,196
2081
$944K ﹤0.01%
72,759
+48,503
2082
$942K ﹤0.01%
31,544
+8,560
2083
$942K ﹤0.01%
59,487
+2,487
2084
$941K ﹤0.01%
46,784
+685
2085
$941K ﹤0.01%
90,177
+728
2086
$939K ﹤0.01%
33,752
+11,717
2087
$938K ﹤0.01%
17,805
-350
2088
$938K ﹤0.01%
131,797
+51,654
2089
$935K ﹤0.01%
277,519
+74,013
2090
$935K ﹤0.01%
108,733
-1,581
2091
$934K ﹤0.01%
44,925
-681
2092
$934K ﹤0.01%
40,535
+20,795
2093
$934K ﹤0.01%
35,008
-102,210
2094
$927K ﹤0.01%
33,983
+2,279
2095
$926K ﹤0.01%
37,470
-7,511
2096
$923K ﹤0.01%
48,820
+4,386
2097
$922K ﹤0.01%
18,280
-456
2098
$920K ﹤0.01%
40,812
-1,699
2099
$915K ﹤0.01%
100,000
2100
$914K ﹤0.01%
11,620
-281
82 83
84
85 86