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
551
$15.9M 0.02%
78,571
-146
552
$15.9M 0.02%
229,470
-406
553
$15.9M 0.02%
129,078
+5,957
554
$15.9M 0.02%
169,395
-169,566
555
$15.8M 0.02%
180,275
-12,747
556
$15.8M 0.02%
539,904
-1,445
557
$15.7M 0.02%
373,778
-56,046
558
$15.7M 0.02%
18,045
+388
559
$15.6M 0.02%
122,694
-3,232
560
$15.6M 0.02%
149,672
+930
561
$15.5M 0.02%
419,029
-15,371
562
$15.5M 0.02%
658,228
-32,895
563
$15.3M 0.02%
216,673
-386
564
$15.1M 0.02%
123,440
+2,219
565
$15M 0.02%
220,060
-3,955
566
$15M 0.02%
151,604
-18,237
567
$15M 0.02%
86,869
+1,441
568
$14.9M 0.02%
122,720
+76,225
569
$14.9M 0.02%
56,548
+7,347
570
$14.9M 0.02%
84,213
-2,446
571
$14.8M 0.02%
197,877
-24,542
572
$14.8M 0.02%
214,041
-16,688
573
$14.8M 0.02%
156,278
+22,070
574
$14.8M 0.02%
161,983
-27,586
575
$14.7M 0.02%
48,253
-10,906
21 22
23
24 25