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
801
$8.13M 0.01%
286,532
+176,332
802
$8.06M 0.01%
241,938
-827
803
$8.05M 0.01%
219,996
+34,712
804
$8.04M 0.01%
202,551
-2,896
805
$8.03M 0.01%
250,586
-103,416
806
$8.03M 0.01%
59,213
+2,303
807
$8M 0.01%
148,622
-10,469
808
$7.99M 0.01%
620,818
-1,723
809
$7.98M 0.01%
231,461
+62,688
810
$7.96M 0.01%
411,180
+316,450
811
$7.92M 0.01%
58,086
-13,909
812
$7.9M 0.01%
301,138
+265,823
813
$7.89M 0.01%
48,831
+22,886
814
$7.88M 0.01%
310,057
+12,769
815
$7.87M 0.01%
93,395
-17,839
816
$7.84M 0.01%
713,829
+332,634
817
$7.84M 0.01%
51,042
+2,080
818
$7.84M 0.01%
75,871
+12,099
819
$7.83M 0.01%
83,317
+1,252
820
$7.83M 0.01%
52,621
+1,094
821
$7.81M 0.01%
53,784
+5,585
822
$7.8M 0.01%
206,091
+20,173
823
$7.78M 0.01%
113,002
+8,853
824
$7.75M 0.01%
270,481
+62,760
825
$7.75M 0.01%
74,408
+689
31 32
33
34 35