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
401
$25.6M 0.04%
251,681
+5,468
402
$25.6M 0.04%
107,772
+1,305
403
$25.6M 0.04%
490,495
+63,353
404
$25.5M 0.04%
31,030
+3,385
405
$25.5M 0.04%
126,504
-9,500
406
$25.4M 0.04%
282,618
+15,399
407
$25.3M 0.04%
666,637
-133,682
408
$25.3M 0.04%
652,846
+70,220
409
$25.3M 0.04%
232,329
+155,090
410
$25.2M 0.04%
583,778
-10,388
411
$25.1M 0.04%
507,994
+22,677
412
$25M 0.04%
690,206
-41,536
413
$25M 0.04%
193,376
+19,080
414
$25M 0.04%
708,109
-21,415
415
$24.9M 0.04%
1,043,937
+127,553
416
$24.8M 0.03%
91,937
+6,580
417
$24.6M 0.03%
352,685
+5,936
418
$24.4M 0.03%
411,297
-5,589
419
$24.4M 0.03%
155,878
-8,430
420
$24.3M 0.03%
49,929
+834
421
$23.9M 0.03%
213,296
-41,067
422
$23.9M 0.03%
981,331
+57,598
423
$23.7M 0.03%
472,702
+50,112
424
$23.7M 0.03%
120,322
+11,055
425
$23.6M 0.03%
322,007
-7,090
15 16
17
18 19