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
451
$20.8M 0.03%
106,095
+1,761
452
$20.8M 0.03%
454,379
-39,808
453
$20.8M 0.03%
629,440
-14,888
454
$20.7M 0.03%
101,392
+928
455
$20.7M 0.03%
286,604
+48,105
456
$20.6M 0.03%
1,223,460
+472,095
457
$20.5M 0.03%
54,827
+252
458
$20.5M 0.03%
321,540
+8,206
459
$20.4M 0.03%
1,124,148
+46,060
460
$20.4M 0.03%
89,917
+52,366
461
$20.3M 0.03%
96,449
-3,464
462
$20.2M 0.03%
492,231
-7,302
463
$20.2M 0.03%
200,822
+19,787
464
$20.2M 0.03%
346,749
-34,300
465
$20.2M 0.03%
207,745
+7,400
466
$20.1M 0.03%
154,997
+4,962
467
$20M 0.03%
541,703
+31,974
468
$19.9M 0.03%
727,371
-1,181
469
$19.8M 0.03%
568,152
+22,246
470
$19.7M 0.03%
1,999,169
+99,336
471
$19.7M 0.03%
526,696
+104,655
472
$19.6M 0.03%
72,144
+1,663
473
$19.6M 0.03%
82,809
+11,406
474
$19.4M 0.03%
196,945
-2,534
475
$19.4M 0.03%
206,063
-66,428
17 18
19
20 21