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
2126
$880K ﹤0.01%
81,742
-1,678
2127
$880K ﹤0.01%
49,581
-7,485
2128
$879K ﹤0.01%
39,941
-1,707
2129
$879K ﹤0.01%
37,413
+5,993
2130
$879K ﹤0.01%
17,956
+2,260
2131
$878K ﹤0.01%
44,522
-1,567
2132
$874K ﹤0.01%
7,956
+3,349
2133
$874K ﹤0.01%
27,455
+2,895
2134
$873K ﹤0.01%
8,322
+641
2135
$872K ﹤0.01%
24,948
2136
$872K ﹤0.01%
+82,002
2137
$872K ﹤0.01%
27,597
+6,219
2138
$871K ﹤0.01%
82,814
+26,631
2139
$870K ﹤0.01%
31,260
-8,265
2140
$868K ﹤0.01%
11,534
-995
2141
$867K ﹤0.01%
81,324
-68
2142
$866K ﹤0.01%
33,668
+157
2143
$866K ﹤0.01%
49,339
+552
2144
$862K ﹤0.01%
106,212
-19,289
2145
$859K ﹤0.01%
10,750
-669
2146
$857K ﹤0.01%
51,289
+1,466
2147
$856K ﹤0.01%
30,617
-3,025
2148
$854K ﹤0.01%
10,287
+556
2149
$850K ﹤0.01%
41,835
+13,260
2150
$849K ﹤0.01%
4,984
+294
84 85
86
87 88