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
776
$8.68M 0.01%
67,089
+3,440
777
$8.64M 0.01%
472,093
-153
778
$8.64M 0.01%
61,899
-5,441
779
$8.64M 0.01%
80,351
-3,353
780
$8.63M 0.01%
125,836
+9,890
781
$8.62M 0.01%
230,080
+5,432
782
$8.61M 0.01%
14,154
+1,458
783
$8.59M 0.01%
406,999
+43,796
784
$8.46M 0.01%
93,597
+4,699
785
$8.43M 0.01%
55,069
-3,857
786
$8.42M 0.01%
68,867
+1,769
787
$8.42M 0.01%
603,989
+27,610
788
$8.4M 0.01%
147,656
+2,481
789
$8.39M 0.01%
142,346
+13,612
790
$8.39M 0.01%
167,522
-18,937
791
$8.37M 0.01%
112,204
+2,575
792
$8.37M 0.01%
42,304
+726
793
$8.25M 0.01%
357,356
-222,223
794
$8.25M 0.01%
86,975
+10,131
795
$8.2M 0.01%
99,108
-5,137
796
$8.2M 0.01%
89,784
-217
797
$8.19M 0.01%
142,670
+31,562
798
$8.19M 0.01%
17,732
-1,542
799
$8.19M 0.01%
287,340
+100,486
800
$8.18M 0.01%
1,372
-16
30 31
32
33 34