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
601
$13.9M 0.02%
172,049
+4,911
602
$13.8M 0.02%
31,604
+5,789
603
$13.7M 0.02%
97,940
+831
604
$13.7M 0.02%
130,959
-750
605
$13.7M 0.02%
344,561
+15,108
606
$13.6M 0.02%
201,090
-140,660
607
$13.6M 0.02%
1,306,099
+35,862
608
$13.5M 0.02%
74,015
+61,714
609
$13.5M 0.02%
74,917
+2,486
610
$13.5M 0.02%
514,853
+209,386
611
$13.5M 0.02%
88,276
-29,148
612
$13.5M 0.02%
232,487
+7,463
613
$13.5M 0.02%
25,923
+443
614
$13.5M 0.02%
32,928
+370
615
$13.4M 0.02%
197,603
-102,994
616
$13.4M 0.02%
118,788
+5,071
617
$13.4M 0.02%
119,582
+86,355
618
$13.4M 0.02%
183,144
-17,241
619
$13.4M 0.02%
636,531
+522,678
620
$13.4M 0.02%
254,396
+5,554
621
$13.3M 0.02%
288,446
+23,346
622
$13.1M 0.02%
589,480
-2,257
623
$13.1M 0.02%
1,844,019
-535
624
$13M 0.02%
125,063
+5,438
625
$13M 0.02%
52,938
+4,040
23 24
25
26 27