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
726
$9.84M 0.01%
120,787
+1,778
727
$9.83M 0.01%
105,766
-24,627
728
$9.79M 0.01%
117,816
-6,358
729
$9.78M 0.01%
532,463
+29,176
730
$9.76M 0.01%
354,421
+26,203
731
$9.74M 0.01%
195,193
+93,652
732
$9.73M 0.01%
98,739
-9,239
733
$9.72M 0.01%
518,955
+101,385
734
$9.72M 0.01%
80,893
+10,056
735
$9.71M 0.01%
144,829
+13,981
736
$9.68M 0.01%
48,333
+4,692
737
$9.67M 0.01%
65,617
+18,726
738
$9.65M 0.01%
1,158,251
+34,385
739
$9.62M 0.01%
396,674
+175,348
740
$9.6M 0.01%
49,034
+8,622
741
$9.6M 0.01%
418,648
+24,745
742
$9.56M 0.01%
61,203
+20,852
743
$9.55M 0.01%
8,616
+386
744
$9.52M 0.01%
211,037
+2,949
745
$9.47M 0.01%
377,063
+23,434
746
$9.42M 0.01%
647,116
+25,153
747
$9.36M 0.01%
123,684
-8,227
748
$9.35M 0.01%
141,361
+44,003
749
$9.35M 0.01%
109,265
+768
750
$9.33M 0.01%
464,473
+444,526
28 29
30
31 32