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
2251
$745K ﹤0.01%
+16,274
2252
$742K ﹤0.01%
+27,359
2253
$741K ﹤0.01%
16,609
-854
2254
$740K ﹤0.01%
5,155
+485
2255
$739K ﹤0.01%
21,136
-1,417
2256
$738K ﹤0.01%
39,293
-142
2257
$736K ﹤0.01%
10,996
+1,307
2258
$735K ﹤0.01%
16,296
-432
2259
$735K ﹤0.01%
15,173
+10,602
2260
$734K ﹤0.01%
12,327
+2,926
2261
$733K ﹤0.01%
50,200
+7,641
2262
$732K ﹤0.01%
526,626
+263,302
2263
$732K ﹤0.01%
7,611
+1,039
2264
$730K ﹤0.01%
54,887
-819
2265
$727K ﹤0.01%
25,008
+408
2266
$727K ﹤0.01%
25,251
-296
2267
$726K ﹤0.01%
67,759
+116
2268
$726K ﹤0.01%
4,419
+129
2269
$724K ﹤0.01%
59,119
-3,905
2270
$723K ﹤0.01%
15,873
-25,347
2271
$722K ﹤0.01%
47,669
+6,130
2272
$719K ﹤0.01%
33,379
+8,744
2273
$718K ﹤0.01%
19,837
+5,823
2274
$718K ﹤0.01%
84,735
-18,275
2275
$717K ﹤0.01%
19,236
+4,365
89 90
91
92 93