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
851
$7.25M 0.01%
66,995
+451
852
$7.24M 0.01%
150,794
-8,254
853
$7.22M 0.01%
48,893
-11,027
854
$7.21M 0.01%
372,439
-16,069
855
$7.21M 0.01%
653,273
+40,015
856
$7.2M 0.01%
155,268
-27,314
857
$7.18M 0.01%
71,702
+6,873
858
$7.16M 0.01%
185,617
+3,903
859
$7.16M 0.01%
156,241
+86,577
860
$7.16M 0.01%
51,222
-36,927
861
$7.11M 0.01%
106,538
-19,188
862
$7.09M 0.01%
174,455
-2,883
863
$7.03M 0.01%
101,750
+3,070
864
$7.03M 0.01%
35,037
+1,179
865
$7.02M 0.01%
53,030
-8,416
866
$7M 0.01%
38,516
+10,017
867
$7M 0.01%
288,191
+19,699
868
$6.98M 0.01%
149,965
+1,729
869
$6.96M 0.01%
328,024
-14,832
870
$6.96M 0.01%
229,004
+8,546
871
$6.94M 0.01%
135,983
+11,766
872
$6.91M 0.01%
160,433
+6,565
873
$6.9M 0.01%
150,472
-3,233
874
$6.89M 0.01%
176,880
-5,125
875
$6.89M 0.01%
178,339
+5,307
33 34
35
36 37