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
251
$54.7M 0.08%
75,337
-3,170
252
$54.4M 0.08%
1,152,215
+37,604
253
$54.4M 0.08%
1,004,040
+111,150
254
$54.2M 0.08%
451,483
+9,810
255
$53.6M 0.08%
434,263
-21,975
256
$53.6M 0.08%
42,259
+1,817
257
$53M 0.07%
609,492
+17,053
258
$52.9M 0.07%
3,518,750
-2,269,451
259
$51.7M 0.07%
321,133
+17,791
260
$51.7M 0.07%
252,500
-14,730
261
$51.5M 0.07%
785,589
+128,874
262
$51.4M 0.07%
1,118,213
+11,527
263
$51.4M 0.07%
1,067,936
+224,957
264
$50.6M 0.07%
648,020
+3,760
265
$50.2M 0.07%
414,965
+5,481
266
$49.4M 0.07%
111,146
+9,096
267
$49.3M 0.07%
339,771
+1,341
268
$49.2M 0.07%
273,744
-14,340
269
$48.7M 0.07%
1,020,368
+91,856
270
$48.2M 0.07%
287,692
-11,612
271
$47.5M 0.07%
1,421,701
-59,129
272
$46.9M 0.07%
186,634
-837
273
$46.5M 0.07%
1,247,355
+90,983
274
$46.5M 0.07%
950,154
+364,151
275
$45.6M 0.06%
359,979
+8,978
9 10
11
12 13