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
901
$6.64M 0.01%
360,858
-969,568
902
$6.63M 0.01%
25,916
-421
903
$6.59M 0.01%
85,942
-13,684
904
$6.59M 0.01%
40,939
-830
905
$6.58M 0.01%
179,008
+63,587
906
$6.57M 0.01%
26,618
+570
907
$6.57M 0.01%
172,095
+166,062
908
$6.56M 0.01%
45,278
+605
909
$6.56M 0.01%
108,333
+1,451
910
$6.53M 0.01%
290,171
+22
911
$6.48M 0.01%
181,881
+84,285
912
$6.47M 0.01%
289,226
+10,735
913
$6.45M 0.01%
391,509
+15,828
914
$6.44M 0.01%
41,045
-682
915
$6.43M 0.01%
43,948
-11,289
916
$6.43M 0.01%
94,511
-4,290
917
$6.41M 0.01%
122,942
-911
918
$6.41M 0.01%
128,544
-9,421
919
$6.38M 0.01%
267,971
+33,612
920
$6.35M 0.01%
31,253
-871
921
$6.3M 0.01%
537,706
-40,479
922
$6.3M 0.01%
169,987
+18,838
923
$6.29M 0.01%
55,720
-9,207
924
$6.28M 0.01%
382,728
-9,851
925
$6.27M 0.01%
194,026
+13,184
35 36
37
38 39