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
2426
$570K ﹤0.01%
14,958
+9,145
2427
$567K ﹤0.01%
5,704
-2,029
2428
$566K ﹤0.01%
26,135
+10,663
2429
$565K ﹤0.01%
52,405
-8,167
2430
$565K ﹤0.01%
78,353
-2,322
2431
$565K ﹤0.01%
23,472
+1,256
2432
$563K ﹤0.01%
42,734
+11,655
2433
$563K ﹤0.01%
68,130
-847
2434
$562K ﹤0.01%
16,809
+3,768
2435
$560K ﹤0.01%
25,066
+38
2436
$558K ﹤0.01%
11,340
2437
$557K ﹤0.01%
10,291
-500
2438
$556K ﹤0.01%
23,208
-1,898
2439
$556K ﹤0.01%
50,550
+2,390
2440
$554K ﹤0.01%
46,283
-22,551
2441
$553K ﹤0.01%
22,850
+2,485
2442
$552K ﹤0.01%
36,813
+30,274
2443
$551K ﹤0.01%
+11,074
2444
$549K ﹤0.01%
21,610
+1,233
2445
$549K ﹤0.01%
12,595
+6,880
2446
$548K ﹤0.01%
32,360
-1,249
2447
$548K ﹤0.01%
18,167
-2,963
2448
$546K ﹤0.01%
11,798
-10,899
2449
$545K ﹤0.01%
14,864
+6,034
2450
$544K ﹤0.01%
19,489
+7,607
96 97
98
99 100