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
426
$23.4M 0.03%
81,835
-264
427
$23.3M 0.03%
504,588
+44,271
428
$23.3M 0.03%
879,261
+862,876
429
$23.2M 0.03%
145,250
+637
430
$23.1M 0.03%
356,234
+103,534
431
$23.1M 0.03%
165,477
+2,342
432
$23M 0.03%
47,473
-2,616
433
$22.9M 0.03%
198,863
+616
434
$22.7M 0.03%
1,128,866
+153,323
435
$22.7M 0.03%
311,222
+2,747
436
$22.5M 0.03%
195,004
-7,127
437
$22.4M 0.03%
449,971
+202,784
438
$22.4M 0.03%
64,745
-813
439
$22.3M 0.03%
110,292
+3,318
440
$22.3M 0.03%
443,849
+19,508
441
$21.9M 0.03%
226,124
+31,341
442
$21.8M 0.03%
480,559
-53,339
443
$21.8M 0.03%
640,640
+130,553
444
$21.6M 0.03%
378,338
+9,156
445
$21.5M 0.03%
195,570
+14,401
446
$21.4M 0.03%
338,566
+6,361
447
$21.1M 0.03%
130,446
+6,392
448
$21M 0.03%
206,992
+5,080
449
$21M 0.03%
438,704
-8,411
450
$21M 0.03%
341,478
+5,116
16 17
18
19 20