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
26
$448M 0.63%
792,267
-17,762
27
$446M 0.63%
2,647,829
+67,929
28
$442M 0.62%
1,835,095
+10,293
29
$441M 0.62%
3,341,647
+74,016
30
$441M 0.62%
5,302,900
-530
31
$440M 0.62%
4,557,738
+80,451
32
$437M 0.61%
4,757,255
+368,655
33
$423M 0.59%
5,391,864
+104,204
34
$418M 0.59%
2,051,641
+72,219
35
$401M 0.56%
1,742,605
+22,238
36
$396M 0.56%
4,339,351
+49,833
37
$395M 0.56%
4,310,580
+29,943
38
$395M 0.55%
3,569,969
+287,748
39
$387M 0.54%
758,916
+5,714
40
$381M 0.54%
2,396,728
+50,627
41
$380M 0.53%
1,339,666
+20,113
42
$376M 0.53%
700,479
-15,656
43
$373M 0.52%
2,446,103
+9,001
44
$366M 0.51%
1,376,624
+12,978
45
$365M 0.51%
1,599,531
+13,634
46
$364M 0.51%
1,354,882
+38,881
47
$361M 0.51%
3,067,974
-51,041
48
$359M 0.5%
5,043,649
+119,538
49
$351M 0.49%
8,036,178
-47,962
50
$350M 0.49%
2,349,420
-7,677
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