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
576
$14.7M 0.02%
213,383
-7,275
577
$14.6M 0.02%
587,129
+146,195
578
$14.6M 0.02%
236,805
+10,230
579
$14.6M 0.02%
284,030
+153,163
580
$14.5M 0.02%
903,299
+124,169
581
$14.4M 0.02%
36,201
+2,580
582
$14.4M 0.02%
286,052
+1,817
583
$14.4M 0.02%
520,702
+494,660
584
$14.4M 0.02%
681,408
+368,480
585
$14.4M 0.02%
597,184
+531,477
586
$14.3M 0.02%
55,727
+9,809
587
$14.3M 0.02%
116,443
+272
588
$14.3M 0.02%
225,398
-38,484
589
$14.3M 0.02%
165,079
-25,839
590
$14.2M 0.02%
84,097
+18,797
591
$14.2M 0.02%
28,877
-1,440
592
$14.2M 0.02%
311,974
-4,624
593
$14.1M 0.02%
555,027
+6,860
594
$14.1M 0.02%
795,521
+261,092
595
$14M 0.02%
132,104
-2,381
596
$14M 0.02%
164,114
+5,638
597
$13.9M 0.02%
138,123
-74,241
598
$13.9M 0.02%
34,868
-7,839
599
$13.9M 0.02%
561,080
+59,547
600
$13.9M 0.02%
131,537
-24,553
22 23
24
25 26