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
51
$343M 0.48%
3,582,078
+88,412
52
$338M 0.47%
786,543
+79,162
53
$338M 0.47%
666,986
+39,328
54
$334M 0.47%
2,170,089
+28,499
55
$321M 0.45%
7,912,910
+245,865
56
$316M 0.44%
7,534,680
+81,410
57
$315M 0.44%
455,969
+8,366
58
$313M 0.44%
894,126
-1,629
59
$312M 0.44%
1,460,915
-26,915
60
$309M 0.43%
3,474,602
+10,595
61
$286M 0.4%
2,184,875
+47,879
62
$285M 0.4%
3,028,785
+38,733
63
$281M 0.39%
1,519,241
-2,155
64
$277M 0.39%
3,121,046
+350,293
65
$276M 0.39%
1,542,507
+1,456,847
66
$276M 0.39%
1,361,454
-4,837
67
$271M 0.38%
1,930,624
+29,189
68
$258M 0.36%
721,267
-927
69
$254M 0.36%
965,035
+9,498
70
$254M 0.36%
1,670,399
-146,095
71
$252M 0.35%
838,507
+56,992
72
$244M 0.34%
2,195,213
-184,082
73
$237M 0.33%
423,117
+6,093
74
$231M 0.32%
1,597,765
+31,155
75
$229M 0.32%
579,224
+21,080
1 2
3
4 5