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
2376
$619K ﹤0.01%
33,497
-3,032
2377
$618K ﹤0.01%
19,078
-266
2378
$618K ﹤0.01%
60,203
-2,118
2379
$617K ﹤0.01%
11,272
-1,472
2380
$616K ﹤0.01%
41,878
+304
2381
$615K ﹤0.01%
27,356
+397
2382
$613K ﹤0.01%
39,883
-4,336
2383
$612K ﹤0.01%
34,197
+822
2384
$612K ﹤0.01%
86,494
+20,851
2385
$609K ﹤0.01%
72,923
+28,095
2386
$608K ﹤0.01%
10,793
+1,396
2387
$608K ﹤0.01%
+14,639
2388
$605K ﹤0.01%
11,182
+2,019
2389
$604K ﹤0.01%
55,350
-3,968
2390
$602K ﹤0.01%
5,921
-2,524
2391
$602K ﹤0.01%
20,825
-853
2392
$599K ﹤0.01%
24,522
+1,012
2393
$598K ﹤0.01%
64,345
+4,847
2394
$597K ﹤0.01%
10,097
-23,478
2395
$596K ﹤0.01%
38,985
-6,204
2396
$594K ﹤0.01%
37,125
-4,662
2397
$594K ﹤0.01%
12,984
+644
2398
$594K ﹤0.01%
45,305
-12,000
2399
$590K ﹤0.01%
11,130
-3,027
2400
$589K ﹤0.01%
34,900
+2,400
94 95
96
97 98