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
926
$6.25M 0.01%
211,846
-13,144
927
$6.25M 0.01%
124,343
+9,166
928
$6.25M 0.01%
135,936
-33,175
929
$6.2M 0.01%
60,303
-363
930
$6.2M 0.01%
93,762
-396
931
$6.19M 0.01%
639,960
+76,771
932
$6.15M 0.01%
66,783
-217
933
$6.13M 0.01%
178,677
+39,389
934
$6.1M 0.01%
363,824
+1,383
935
$6.09M 0.01%
62,449
-497
936
$6.09M 0.01%
100,991
+2,621
937
$6.08M 0.01%
84,439
+401
938
$6.05M 0.01%
221,308
+22,556
939
$6.03M 0.01%
164,295
+58,629
940
$6.03M 0.01%
28,450
+485
941
$6.03M 0.01%
80,646
-69
942
$6.02M 0.01%
213,376
+2,948
943
$5.99M 0.01%
111,238
+31,155
944
$5.97M 0.01%
+254,127
945
$5.95M 0.01%
547,718
-9,340
946
$5.92M 0.01%
367,357
-2,756
947
$5.92M 0.01%
2,027,917
-28,918
948
$5.92M 0.01%
285,926
-23,926
949
$5.92M 0.01%
122,332
+1,812
950
$5.91M 0.01%
23,160
+1,785
36 37
38
39 40