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
2176
$822K ﹤0.01%
44,648
-26,154
2177
$821K ﹤0.01%
12,294
+8,238
2178
$821K ﹤0.01%
167,551
+62,829
2179
$821K ﹤0.01%
27,693
-8,697
2180
$820K ﹤0.01%
16,963
-655
2181
$820K ﹤0.01%
8,240
+914
2182
$819K ﹤0.01%
14,255
-221
2183
$815K ﹤0.01%
80,576
-169,201
2184
$815K ﹤0.01%
37,159
-1,413
2185
$814K ﹤0.01%
23,050
+3,550
2186
$810K ﹤0.01%
15,987
+215
2187
$809K ﹤0.01%
31,690
-1,675
2188
$806K ﹤0.01%
16,115
+582
2189
$805K ﹤0.01%
60,887
-3,654
2190
$804K ﹤0.01%
96,318
+11,219
2191
$803K ﹤0.01%
17,319
-10,517
2192
$802K ﹤0.01%
30,973
-5,245
2193
$802K ﹤0.01%
57,921
+5,155
2194
$801K ﹤0.01%
+25,287
2195
$801K ﹤0.01%
12,159
+1,035
2196
$801K ﹤0.01%
45,976
+1,525
2197
$799K ﹤0.01%
59,037
+85
2198
$799K ﹤0.01%
18,461
+11,205
2199
$797K ﹤0.01%
9,285
-8,840
2200
$797K ﹤0.01%
26,532
-250
86 87
88
89 90