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
276
$45.6M 0.06%
516,627
+26,670
277
$45.3M 0.06%
283,929
+19,188
278
$45.3M 0.06%
440,117
+44,673
279
$45.2M 0.06%
588,597
-3,509
280
$44.3M 0.06%
698,994
+149,142
281
$44.2M 0.06%
870,878
+522,255
282
$44M 0.06%
702,000
+29,640
283
$43.8M 0.06%
685,189
+24,938
284
$43.4M 0.06%
428,010
-71,843
285
$42.9M 0.06%
1,214,339
+85,208
286
$42.8M 0.06%
182,154
+152
287
$42.8M 0.06%
2,582,952
+36,562
288
$42.3M 0.06%
619,825
+532,953
289
$42.2M 0.06%
561,582
-3,497
290
$42.2M 0.06%
788,167
+79,673
291
$42.2M 0.06%
326,330
+21,405
292
$42M 0.06%
1,180,080
+19,297
293
$41.9M 0.06%
387,621
-6,551
294
$41.8M 0.06%
2,004,585
+88,620
295
$41.6M 0.06%
392,000
-4,801
296
$41.4M 0.06%
939,823
+46,414
297
$41.3M 0.06%
2,120,295
+48,149
298
$40.8M 0.06%
816,299
+56,329
299
$40.8M 0.06%
1,849,454
-587,901
300
$40.6M 0.06%
121,163
+3,683
10 11
12
13 14