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
751
$9.32M 0.01%
143,008
+4,770
752
$9.31M 0.01%
352,279
+9,753
753
$9.31M 0.01%
85,166
+280
754
$9.27M 0.01%
85,117
+29,837
755
$9.27M 0.01%
718,800
-17,616
756
$9.25M 0.01%
138,332
-7,465
757
$9.25M 0.01%
750,863
+79,795
758
$9.23M 0.01%
47,201
+3,884
759
$9.15M 0.01%
694,156
+1,231
760
$9.14M 0.01%
144,995
-9,024
761
$9.11M 0.01%
445,846
+67,649
762
$9.11M 0.01%
35,143
+873
763
$9.02M 0.01%
151,257
+967
764
$9.01M 0.01%
57,888
+2,927
765
$9M 0.01%
76,684
+339
766
$8.99M 0.01%
143,876
+17,998
767
$8.99M 0.01%
278,855
-3,228
768
$8.93M 0.01%
44,838
-544
769
$8.86M 0.01%
200,156
+43,421
770
$8.85M 0.01%
28,250
+2,630
771
$8.85M 0.01%
168,503
-3,674
772
$8.84M 0.01%
83,064
+18,082
773
$8.82M 0.01%
72,385
+4,280
774
$8.8M 0.01%
325,160
+25,445
775
$8.69M 0.01%
117,997
-1,829
29 30
31
32 33