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
2201
$796K ﹤0.01%
13,593
-1,774
2202
$796K ﹤0.01%
12,166
+4,155
2203
$795K ﹤0.01%
16,495
-2,178
2204
$795K ﹤0.01%
135,837
+14,366
2205
$794K ﹤0.01%
17,518
-435
2206
$791K ﹤0.01%
27,705
+8,610
2207
$790K ﹤0.01%
13,830
+1,237
2208
$790K ﹤0.01%
34,465
-1,874
2209
$789K ﹤0.01%
83,439
2210
$788K ﹤0.01%
46,190
+19,277
2211
$786K ﹤0.01%
21,045
-1,565
2212
$784K ﹤0.01%
185,680
+39,204
2213
$783K ﹤0.01%
18,947
-826
2214
$779K ﹤0.01%
53,078
+1,649
2215
$779K ﹤0.01%
22,558
+562
2216
$778K ﹤0.01%
7,451
-97
2217
$778K ﹤0.01%
90,356
+18,447
2218
$776K ﹤0.01%
+34,902
2219
$775K ﹤0.01%
12,445
-41,707
2220
$775K ﹤0.01%
74,404
+4,774
2221
$774K ﹤0.01%
51,933
+1,395
2222
$772K ﹤0.01%
59,582
-3
2223
$772K ﹤0.01%
154,712
-2,016
2224
$771K ﹤0.01%
59,400
-400
2225
$771K ﹤0.01%
36,763
-4,012
87 88
89
90 91