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
326
$35.6M 0.05%
119,786
-1,588
327
$35.6M 0.05%
42,175
-3,938
328
$34.9M 0.05%
244,916
+4,586
329
$34.8M 0.05%
498,902
-277
330
$34.6M 0.05%
464,980
+22,256
331
$34.4M 0.05%
325,332
+6,595
332
$34.2M 0.05%
679,315
+86,366
333
$33.9M 0.05%
498,492
-15,034
334
$33.7M 0.05%
143,457
+8,015
335
$33.4M 0.05%
747,422
+10,262
336
$32.6M 0.05%
422,666
+8,105
337
$32.5M 0.05%
450,020
+5,107
338
$32.5M 0.05%
404,364
+17,595
339
$32.4M 0.05%
156,406
-2,906
340
$32.3M 0.05%
426,036
+53,789
341
$32.3M 0.05%
361,809
-911
342
$32.2M 0.05%
532,170
-4,514
343
$32M 0.05%
325,369
-73,917
344
$31.6M 0.04%
+630,338
345
$31.3M 0.04%
10,153
-542
346
$31.2M 0.04%
311,573
+30,538
347
$31.2M 0.04%
816,408
-28,208
348
$31.2M 0.04%
2,508,228
-68,294
349
$31.1M 0.04%
512,895
+42,375
350
$31M 0.04%
410,422
-9,949
12 13
14
15 16