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
2151
$847K ﹤0.01%
35,413
-79
2152
$847K ﹤0.01%
17,794
-3,607
2153
$847K ﹤0.01%
+24,515
2154
$845K ﹤0.01%
19,512
-1,600
2155
$842K ﹤0.01%
57,326
-22,885
2156
$840K ﹤0.01%
5,929
-178
2157
$838K ﹤0.01%
91,492
+23,696
2158
$838K ﹤0.01%
22,339
-5,688
2159
$837K ﹤0.01%
18,392
-55,001
2160
$835K ﹤0.01%
+100,658
2161
$835K ﹤0.01%
21,665
+11,181
2162
$834K ﹤0.01%
+35,966
2163
$833K ﹤0.01%
18,777
-221
2164
$833K ﹤0.01%
63,723
-16,470
2165
$833K ﹤0.01%
11,152
+391
2166
$833K ﹤0.01%
25,186
+674
2167
$832K ﹤0.01%
48,633
-8,868
2168
$830K ﹤0.01%
36,425
+13,192
2169
$830K ﹤0.01%
45,477
-33,100
2170
$829K ﹤0.01%
15,138
-5,624
2171
$829K ﹤0.01%
29,666
+6,063
2172
$829K ﹤0.01%
109,245
+1,082
2173
$829K ﹤0.01%
+50,037
2174
$826K ﹤0.01%
51,830
-1,430
2175
$822K ﹤0.01%
16,219
-16,452
85 86
87
88 89