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
376
$28M 0.04%
143,790
+13,582
377
$28M 0.04%
911,302
+39,031
378
$28M 0.04%
180,721
+23,485
379
$27.8M 0.04%
1,050,628
+38,687
380
$27.7M 0.04%
1,013,776
-13,918
381
$27.6M 0.04%
599,832
-17,280
382
$27.6M 0.04%
459,699
+6,918
383
$27.5M 0.04%
513,433
+5,046
384
$27.5M 0.04%
1,023,384
-73,665
385
$27.3M 0.04%
1,320,328
+259,983
386
$27.3M 0.04%
1,169,159
+141,177
387
$27.2M 0.04%
70,496
+4,937
388
$27.1M 0.04%
240,077
-13,471
389
$27M 0.04%
489,794
+81,353
390
$26.8M 0.04%
75,165
+229
391
$26.7M 0.04%
404,068
+2,185
392
$26.7M 0.04%
433,139
+12,249
393
$26.4M 0.04%
123,471
-16,070
394
$26.4M 0.04%
80,085
-547
395
$26.4M 0.04%
57,728
-3,267
396
$26.2M 0.04%
708,166
-86,929
397
$25.9M 0.04%
579,633
+34,437
398
$25.8M 0.04%
463,584
+20,407
399
$25.7M 0.04%
81,321
-5,303
400
$25.7M 0.04%
68,004
+1,121
14 15
16
17 18