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
2451
$541K ﹤0.01%
15,155
-3,747
2452
$539K ﹤0.01%
19,238
-2,267
2453
$538K ﹤0.01%
21,131
-26,497
2454
$537K ﹤0.01%
140,301
-100,794
2455
$536K ﹤0.01%
51,560
-6,683
2456
$536K ﹤0.01%
43,879
+30,854
2457
$536K ﹤0.01%
6,683
+3,221
2458
$535K ﹤0.01%
10,033
-5,155
2459
$532K ﹤0.01%
27,307
-6,447
2460
$532K ﹤0.01%
26,754
+147
2461
$530K ﹤0.01%
18,478
-321
2462
$528K ﹤0.01%
4,260
+1,092
2463
$522K ﹤0.01%
63,389
-4,148
2464
$521K ﹤0.01%
8,601
-2,405
2465
$520K ﹤0.01%
10,302
2466
$520K ﹤0.01%
50,795
-14,501
2467
$519K ﹤0.01%
27,844
-1,990
2468
$519K ﹤0.01%
14,159
+133
2469
$518K ﹤0.01%
44,836
2470
$518K ﹤0.01%
5,367
-250
2471
$517K ﹤0.01%
4,638
-2,367
2472
$516K ﹤0.01%
26,662
-3,500
2473
$515K ﹤0.01%
23,432
+147
2474
$514K ﹤0.01%
7,014
-8,502
2475
$513K ﹤0.01%
8,794
+1,979
97 98
99
100 101