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
826
$7.74M 0.01%
246,510
+9,583
827
$7.73M 0.01%
135,065
-10,935
828
$7.73M 0.01%
93,617
-41,436
829
$7.72M 0.01%
139,514
-19,216
830
$7.68M 0.01%
137,908
-49,691
831
$7.68M 0.01%
80,428
+43,343
832
$7.66M 0.01%
144,501
-461
833
$7.65M 0.01%
140,692
+373
834
$7.63M 0.01%
923,298
+97,507
835
$7.63M 0.01%
94,948
+983
836
$7.57M 0.01%
118,854
+9,444
837
$7.56M 0.01%
+192,475
838
$7.55M 0.01%
168,354
+2,114
839
$7.54M 0.01%
231,040
-6,488
840
$7.51M 0.01%
148,782
+1,871
841
$7.46M 0.01%
133,434
-5,333
842
$7.46M 0.01%
158,062
+88,862
843
$7.43M 0.01%
168,549
-12,695
844
$7.42M 0.01%
160,374
+18,575
845
$7.41M 0.01%
149,193
-30,826
846
$7.4M 0.01%
76,493
-12,967
847
$7.4M 0.01%
14,410
+2,350
848
$7.34M 0.01%
105,324
-2,740
849
$7.29M 0.01%
204,695
+72,663
850
$7.27M 0.01%
320,638
-4,757
32 33
34
35 36