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
2401
$588K ﹤0.01%
13,641
+241
2402
$587K ﹤0.01%
+15,480
2403
$586K ﹤0.01%
8,494
-489
2404
$586K ﹤0.01%
38,377
-71,355
2405
$586K ﹤0.01%
9,955
-126
2406
$586K ﹤0.01%
24,498
-3,967
2407
$585K ﹤0.01%
32,573
-43,372
2408
$584K ﹤0.01%
21,347
+1,465
2409
$584K ﹤0.01%
31,351
+1,068
2410
$584K ﹤0.01%
48,065
+2,961
2411
$584K ﹤0.01%
7,882
-2,856
2412
$581K ﹤0.01%
29,875
-224
2413
$580K ﹤0.01%
112,564
-6,329
2414
$580K ﹤0.01%
65,061
+12,944
2415
$579K ﹤0.01%
82,636
+9,170
2416
$579K ﹤0.01%
12,853
-8,314
2417
$578K ﹤0.01%
72,390
+10,994
2418
$578K ﹤0.01%
36,488
+319
2419
$578K ﹤0.01%
11,792
-4,064
2420
$577K ﹤0.01%
20,695
+809
2421
$576K ﹤0.01%
112,373
+1,422
2422
$575K ﹤0.01%
23,562
-353
2423
$574K ﹤0.01%
39,691
+21,390
2424
$572K ﹤0.01%
32,250
+42
2425
$572K ﹤0.01%
45,311
+1,814
95 96
97
98 99