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
876
$6.89M 0.01%
101,336
-438
877
$6.89M 0.01%
376,652
-588
878
$6.87M 0.01%
137,399
-13,536
879
$6.85M 0.01%
39,651
-189
880
$6.81M 0.01%
63,615
-3,994
881
$6.81M 0.01%
251,446
-26,982
882
$6.79M 0.01%
396,584
+103,566
883
$6.78M 0.01%
108,524
-21,477
884
$6.77M 0.01%
268,228
-23,784
885
$6.77M 0.01%
243,474
-11,146
886
$6.75M 0.01%
50,555
+12,393
887
$6.75M 0.01%
72,646
-5,728
888
$6.73M 0.01%
171,594
-7,655
889
$6.73M 0.01%
163,168
+47,731
890
$6.73M 0.01%
155,726
+3,554
891
$6.72M 0.01%
883,683
+66,407
892
$6.71M 0.01%
120,131
-110,957
893
$6.7M 0.01%
99,465
+1,707
894
$6.7M 0.01%
415,927
+12,585
895
$6.68M 0.01%
176,678
-26,362
896
$6.66M 0.01%
445,571
+52,425
897
$6.66M 0.01%
95,791
+5,218
898
$6.65M 0.01%
66,243
-3,852
899
$6.65M 0.01%
46,533
-258
900
$6.64M 0.01%
177,515
+38,951
34 35
36
37 38