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
351
$30.8M 0.04%
67,121
-6,532
352
$30.8M 0.04%
522,418
-41,449
353
$30.8M 0.04%
246,239
+30,476
354
$30.7M 0.04%
88,416
-4,231
355
$30.5M 0.04%
201,855
+1,303
356
$30.4M 0.04%
226,200
-2,141
357
$30.3M 0.04%
301,211
+78,253
358
$30.3M 0.04%
490,592
+18,070
359
$30.2M 0.04%
185,152
+13,972
360
$30.1M 0.04%
131,992
-836
361
$29.8M 0.04%
1,313,280
-12,443
362
$29.5M 0.04%
169,220
-10,071
363
$29M 0.04%
224,047
-42,770
364
$28.9M 0.04%
259,294
+18,510
365
$28.9M 0.04%
129,378
+2,093
366
$28.9M 0.04%
268,143
-48,389
367
$28.7M 0.04%
483,519
-32,848
368
$28.7M 0.04%
324,569
-9,723
369
$28.7M 0.04%
145,839
-932
370
$28.6M 0.04%
277,805
-5,408
371
$28.4M 0.04%
1,184,782
-135,376
372
$28.4M 0.04%
1,306,921
+87,527
373
$28.2M 0.04%
371,063
-13,873
374
$28.2M 0.04%
265,991
+54,676
375
$28.1M 0.04%
995,143
+141,410
13 14
15
16 17