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
526
$16.9M 0.02%
103,237
+792
527
$16.8M 0.02%
83,106
+211
528
$16.7M 0.02%
771,760
-185,908
529
$16.7M 0.02%
592,729
-7,835
530
$16.6M 0.02%
748,527
-594,882
531
$16.6M 0.02%
70,047
+878
532
$16.5M 0.02%
953,049
+29,033
533
$16.5M 0.02%
779,634
-36,646
534
$16.5M 0.02%
73,716
-3,753
535
$16.4M 0.02%
647,085
-4,224
536
$16.4M 0.02%
320,747
+797
537
$16.4M 0.02%
300,681
-25,294
538
$16.4M 0.02%
308,162
-7,014
539
$16.4M 0.02%
1,930,116
+127,185
540
$16.3M 0.02%
99,179
+5,651
541
$16.3M 0.02%
294,582
+60,036
542
$16.3M 0.02%
229,461
+11,345
543
$16.3M 0.02%
88,735
-9,869
544
$16.1M 0.02%
634,915
-28,908
545
$16.1M 0.02%
590,211
+23,407
546
$16M 0.02%
272,206
+22,491
547
$16M 0.02%
79,898
+2,670
548
$16M 0.02%
785,559
+113,313
549
$16M 0.02%
139,243
+6,380
550
$16M 0.02%
68,112
+11,573
20 21
22
23 24