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
676
$11.1M 0.02%
1,207,052
-36,514
677
$11.1M 0.02%
99,439
-1,038
678
$11M 0.02%
128,658
+1,008
679
$11M 0.02%
100,613
-1,996
680
$11M 0.02%
100,869
-9,665
681
$10.9M 0.02%
117,364
-1,577
682
$10.9M 0.02%
250,109
-31,656
683
$10.9M 0.02%
271,892
+11,664
684
$10.9M 0.02%
88,580
+1,423
685
$10.8M 0.02%
114,936
+1,234
686
$10.8M 0.02%
60,484
-175
687
$10.7M 0.02%
240,615
+126,317
688
$10.7M 0.02%
257,052
-206,848
689
$10.7M 0.02%
159,956
-20,201
690
$10.7M 0.02%
130,651
-1,237
691
$10.7M 0.02%
218,585
+9,232
692
$10.7M 0.02%
167,183
+48,984
693
$10.6M 0.02%
414,315
+388,333
694
$10.6M 0.02%
85,488
+13,768
695
$10.6M 0.01%
103,963
-453
696
$10.6M 0.01%
154,697
-321
697
$10.6M 0.01%
123,336
+5,877
698
$10.6M 0.01%
214,587
+38,072
699
$10.6M 0.01%
393,859
+10,258
700
$10.5M 0.01%
22,911
-1
26 27
28
29 30