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
301
$40M 0.06%
532,566
-27,823
302
$39.7M 0.06%
348,940
+33,831
303
$39.3M 0.06%
930,479
+48,789
304
$39M 0.05%
278,281
+51,726
305
$38.9M 0.05%
565,679
+24,045
306
$38.9M 0.05%
536,749
-126,990
307
$38.8M 0.05%
943,832
+40,630
308
$38.6M 0.05%
2,418,800
+38,411
309
$38.5M 0.05%
814,168
-505,402
310
$38.5M 0.05%
445,736
-18,263
311
$38.4M 0.05%
662,643
-6,704
312
$38.3M 0.05%
722,874
-57,778
313
$38.2M 0.05%
302,138
+38,774
314
$38M 0.05%
344,972
-4,332
315
$37.9M 0.05%
917,625
-9,798
316
$37.8M 0.05%
399,004
+13,985
317
$37.5M 0.05%
885,924
+201,274
318
$37.3M 0.05%
220,451
-1,746,948
319
$36.9M 0.05%
1,491,292
+198,430
320
$36.9M 0.05%
351,431
-11,962
321
$36.5M 0.05%
1,086,176
+133,925
322
$36.5M 0.05%
187,528
+20,472
323
$36.3M 0.05%
724,574
+377,332
324
$36.1M 0.05%
463,150
+7,116
325
$35.9M 0.05%
854,143
+206,907
11 12
13
14 15