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
651
$11.9M 0.02%
138,828
+1,723
652
$11.9M 0.02%
597,352
+547,160
653
$11.8M 0.02%
240,376
+49,345
654
$11.8M 0.02%
228,543
+13,633
655
$11.8M 0.02%
207,488
+25,638
656
$11.7M 0.02%
128,335
-6,636
657
$11.7M 0.02%
504,413
-881
658
$11.6M 0.02%
176,373
-18,350
659
$11.6M 0.02%
33,817
+8,319
660
$11.6M 0.02%
1,024,752
+49,684
661
$11.6M 0.02%
192,442
-10,344
662
$11.5M 0.02%
127,408
+13,468
663
$11.5M 0.02%
215,359
-12,658
664
$11.4M 0.02%
828,846
+140,258
665
$11.4M 0.02%
337,970
+32,459
666
$11.3M 0.02%
241,391
-74,534
667
$11.3M 0.02%
57,313
-545
668
$11.3M 0.02%
122,672
+4,452
669
$11.3M 0.02%
340,907
+4
670
$11.3M 0.02%
174,204
+45,440
671
$11.3M 0.02%
48,151
-395
672
$11.2M 0.02%
246,203
-22,778
673
$11.2M 0.02%
4,393
-286
674
$11.1M 0.02%
320,600
+54,599
675
$11.1M 0.02%
120,902
+3,170
25 26
27
28 29