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
2101
$913K ﹤0.01%
34,831
-8,825
2102
$913K ﹤0.01%
150,943
-646
2103
$912K ﹤0.01%
21,544
-1,282
2104
$908K ﹤0.01%
50,145
+8,043
2105
$907K ﹤0.01%
56,166
+6,588
2106
$906K ﹤0.01%
62,539
-470
2107
$904K ﹤0.01%
15,852
-2,283
2108
$903K ﹤0.01%
94,057
-5,300
2109
$900K ﹤0.01%
12,043
+4,709
2110
$897K ﹤0.01%
194,958
-193,631
2111
$896K ﹤0.01%
13,514
+210
2112
$891K ﹤0.01%
152,755
-724
2113
$890K ﹤0.01%
24,081
+41
2114
$890K ﹤0.01%
146,801
-1,807
2115
$889K ﹤0.01%
82,973
-346
2116
$889K ﹤0.01%
5,872
-10,537
2117
$888K ﹤0.01%
15,883
-9,870
2118
$888K ﹤0.01%
29,763
-2,087
2119
$887K ﹤0.01%
89,247
+2,640
2120
$887K ﹤0.01%
28,048
+100
2121
$885K ﹤0.01%
16,867
-1,248
2122
$884K ﹤0.01%
110,696
-21,229
2123
$884K ﹤0.01%
41,941
+5,981
2124
$882K ﹤0.01%
+46,905
2125
$882K ﹤0.01%
242,245
-3,011
83 84
85
86 87