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
2276
$715K ﹤0.01%
23,955
2277
$711K ﹤0.01%
7,450
-4,760
2278
$711K ﹤0.01%
21,542
+1,719
2279
$711K ﹤0.01%
13,095
+1,004
2280
$711K ﹤0.01%
28,786
+1,920
2281
$710K ﹤0.01%
35,886
-765
2282
$710K ﹤0.01%
18,715
+2,660
2283
$709K ﹤0.01%
22,207
-1,620
2284
$709K ﹤0.01%
18,210
+475
2285
$707K ﹤0.01%
78,902
-997
2286
$707K ﹤0.01%
149,127
+12,635
2287
$706K ﹤0.01%
17,065
-1,023
2288
$704K ﹤0.01%
35,369
+7,916
2289
$702K ﹤0.01%
16,038
+678
2290
$702K ﹤0.01%
56,000
+16,373
2291
$702K ﹤0.01%
50,143
+6,220
2292
$701K ﹤0.01%
12,279
-17,676
2293
$700K ﹤0.01%
99,107
-11,402
2294
$700K ﹤0.01%
20,480
+399
2295
$696K ﹤0.01%
60,574
-124
2296
$695K ﹤0.01%
57,032
+1,186
2297
$694K ﹤0.01%
23,565
-2,112
2298
$694K ﹤0.01%
18,767
+3,067
2299
$693K ﹤0.01%
7,056
+197
2300
$692K ﹤0.01%
57,805
-7,882
90 91
92
93 94