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
226
$64.8M 0.09%
528,204
+61,563
227
$64.3M 0.09%
390,837
+10,767
228
$63.9M 0.09%
1,164,689
+66,351
229
$63.5M 0.09%
4,528,076
+449,891
230
$63.2M 0.09%
195,043
+336
231
$63M 0.09%
331,115
-15,395
232
$62.4M 0.09%
898,693
-69,550
233
$61.8M 0.09%
414,495
+2,405
234
$61.8M 0.09%
1,052,794
-120,367
235
$60.9M 0.09%
1,231,491
+135,682
236
$60.7M 0.09%
454,303
+396,782
237
$60.2M 0.08%
1,444,693
-14,276
238
$60.2M 0.08%
800,599
+56,601
239
$58.8M 0.08%
532,065
-38,086
240
$58.6M 0.08%
462,672
-15,238
241
$58.2M 0.08%
1,196,517
+166,621
242
$58M 0.08%
1,748,524
+41,434
243
$57.6M 0.08%
260,571
-2,878
244
$57.1M 0.08%
129,681
-12,506
245
$56.4M 0.08%
1,611,559
-40,909
246
$55.9M 0.08%
1,328,721
+24,418
247
$55.5M 0.08%
733,153
+39,563
248
$55.4M 0.08%
2,116,664
+367,028
249
$55.1M 0.08%
838,009
+27,357
250
$55.1M 0.08%
537,169
-21,855
8 9
10
11 12