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
501
$18.1M 0.03%
468,150
+24,911
502
$18.1M 0.03%
61,322
-3,505
503
$18.1M 0.03%
41,525
-43
504
$18M 0.03%
364,329
+162,319
505
$18M 0.03%
226,782
-3,173
506
$18M 0.03%
320,288
+15,569
507
$17.9M 0.03%
1,084,385
-9,680
508
$17.8M 0.03%
72,444
+1,470
509
$17.8M 0.03%
87,465
-610
510
$17.7M 0.02%
222,760
+3,344
511
$17.7M 0.02%
189,456
-146,674
512
$17.6M 0.02%
46,968
+809
513
$17.6M 0.02%
719,166
+147,353
514
$17.6M 0.02%
96,405
-1,201
515
$17.6M 0.02%
202,706
+9,058
516
$17.5M 0.02%
223,843
+36,454
517
$17.5M 0.02%
183,784
+1,332
518
$17.5M 0.02%
127,405
+9,282
519
$17.5M 0.02%
343,309
-67,318
520
$17.4M 0.02%
554,070
+30,238
521
$17.2M 0.02%
527,332
+45,026
522
$17M 0.02%
352,440
+45,555
523
$17M 0.02%
450,124
+100,322
524
$17M 0.02%
562,718
-328
525
$16.9M 0.02%
84,512
-892
19 20
21
22 23