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
476
$19.3M 0.03%
116,105
+13,107
477
$19.3M 0.03%
183,129
-4,680
478
$19.3M 0.03%
712,152
-160,961
479
$19.2M 0.03%
257,695
-878
480
$19.2M 0.03%
112,965
+25,433
481
$19.2M 0.03%
659,915
-109,150
482
$19.2M 0.03%
518,487
+37,477
483
$19M 0.03%
130,147
-42,947
484
$19M 0.03%
463,781
-2,299
485
$19M 0.03%
881,925
+143,043
486
$18.9M 0.03%
46,000
+1,104
487
$18.9M 0.03%
119,508
-1,623
488
$18.6M 0.03%
622,260
-32,261
489
$18.6M 0.03%
436,840
-8,131
490
$18.6M 0.03%
203,871
+16,526
491
$18.6M 0.03%
605,391
-142,172
492
$18.6M 0.03%
695,887
-35,406
493
$18.5M 0.03%
229,822
+22,898
494
$18.5M 0.03%
236,811
+30,442
495
$18.4M 0.03%
980,639
+145,770
496
$18.4M 0.03%
415,200
+5,389
497
$18.3M 0.03%
41,840
+1,546
498
$18.2M 0.03%
316,014
-35,582
499
$18.2M 0.03%
236,508
+19,258
500
$18.1M 0.03%
239,077
-34,584
18 19
20
21 22