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
2326
$669K ﹤0.01%
59,956
+3,926
2327
$668K ﹤0.01%
34,092
+71
2328
$668K ﹤0.01%
26,692
-859
2329
$668K ﹤0.01%
19,136
-2,458
2330
$665K ﹤0.01%
64,903
+1,242
2331
$665K ﹤0.01%
7,512
-772
2332
$664K ﹤0.01%
51,460
-6,672
2333
$663K ﹤0.01%
43,074
+4,499
2334
$661K ﹤0.01%
17,220
+1,543
2335
$660K ﹤0.01%
6,985
-119
2336
$660K ﹤0.01%
15,586
-45,437
2337
$660K ﹤0.01%
10,980
+2,693
2338
$659K ﹤0.01%
23,069
-4,738
2339
$659K ﹤0.01%
11,516
-221
2340
$658K ﹤0.01%
8,087
-454
2341
$657K ﹤0.01%
11,240
+4,248
2342
$655K ﹤0.01%
15,531
-2,849
2343
$654K ﹤0.01%
165,111
-67,424
2344
$653K ﹤0.01%
26,867
+11,463
2345
$652K ﹤0.01%
44,846
+258
2346
$651K ﹤0.01%
15,608
-43
2347
$650K ﹤0.01%
7,324
-1,861
2348
$650K ﹤0.01%
47,241
-87
2349
$649K ﹤0.01%
22,463
-2,087
2350
$647K ﹤0.01%
6,780
+208
92 93
94
95 96