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
2301
$691K ﹤0.01%
27,903
-1,788
2302
$691K ﹤0.01%
3,318
+243
2303
$691K ﹤0.01%
58,955
+5,779
2304
$691K ﹤0.01%
10,305
+1,694
2305
$689K ﹤0.01%
8,845
-800
2306
$687K ﹤0.01%
9,936
+170
2307
$685K ﹤0.01%
88,332
+317
2308
$683K ﹤0.01%
112,898
+19,138
2309
$680K ﹤0.01%
31,365
+4,723
2310
$678K ﹤0.01%
+37,946
2311
$678K ﹤0.01%
71,794
+7,163
2312
$678K ﹤0.01%
41,387
-1,330
2313
$678K ﹤0.01%
71,206
+1,446
2314
$678K ﹤0.01%
32,479
-1,313
2315
$678K ﹤0.01%
6,449
+32
2316
$674K ﹤0.01%
24,745
+1,243
2317
$672K ﹤0.01%
149,405
-23,530
2318
$672K ﹤0.01%
14,926
-5,355
2319
$672K ﹤0.01%
40,245
+23,126
2320
$671K ﹤0.01%
13,722
+4,727
2321
$671K ﹤0.01%
+27,052
2322
$671K ﹤0.01%
10,968
+3,656
2323
$670K ﹤0.01%
18,117
+1,275
2324
$670K ﹤0.01%
30,798
+7,219
2325
$669K ﹤0.01%
27,213
-827
91 92
93
94 95