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
701
$10.4M 0.01%
434,733
-72,095
702
$10.4M 0.01%
60,454
-520
703
$10.3M 0.01%
532,180
-29,525
704
$10.3M 0.01%
212,171
+25,779
705
$10.3M 0.01%
205,366
+167,550
706
$10.3M 0.01%
618,126
+2,313
707
$10.2M 0.01%
6,956
-294
708
$10.2M 0.01%
417,751
+7,587
709
$10.2M 0.01%
84,602
+7,989
710
$10.2M 0.01%
129,771
-14,613
711
$10.2M 0.01%
396,459
+113,645
712
$10.2M 0.01%
46,379
-2,115
713
$10.1M 0.01%
141,766
+8,608
714
$10.1M 0.01%
249,540
+54,788
715
$10.1M 0.01%
128,417
+7,971
716
$10.1M 0.01%
170,875
+4,576
717
$10.1M 0.01%
108,742
+27,858
718
$10M 0.01%
213,255
+1,215
719
$10M 0.01%
67,696
+5,092
720
$10M 0.01%
416,070
+402,929
721
$9.94M 0.01%
38,340
-9,666
722
$9.91M 0.01%
114,229
-1,542
723
$9.9M 0.01%
114,823
+9,332
724
$9.87M 0.01%
125,878
+26,801
725
$9.87M 0.01%
107,169
+28,063
27 28
29
30 31