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
2226
$770K ﹤0.01%
+26,930
2227
$769K ﹤0.01%
+16,269
2228
$768K ﹤0.01%
34,056
+276
2229
$768K ﹤0.01%
6,129
-1,893
2230
$764K ﹤0.01%
33,962
+1,215
2231
$764K ﹤0.01%
7,609
+203
2232
$762K ﹤0.01%
89,275
+7,750
2233
$759K ﹤0.01%
170,607
-25,279
2234
$759K ﹤0.01%
+38,419
2235
$759K ﹤0.01%
21,400
2236
$758K ﹤0.01%
1,946
+392
2237
$758K ﹤0.01%
26,222
+614
2238
$757K ﹤0.01%
202,417
+6,294
2239
$757K ﹤0.01%
16,508
-385
2240
$757K ﹤0.01%
+11,890
2241
$756K ﹤0.01%
76,202
+2,461
2242
$756K ﹤0.01%
15,974
-798
2243
$754K ﹤0.01%
49,953
-1,653
2244
$754K ﹤0.01%
103,108
-21
2245
$751K ﹤0.01%
20,020
-234
2246
$751K ﹤0.01%
14,462
+4,295
2247
$750K ﹤0.01%
22,177
+1,528
2248
$749K ﹤0.01%
50,332
-20,117
2249
$747K ﹤0.01%
7,929
+46
2250
$745K ﹤0.01%
27,677
+9,146
88 89
90
91 92