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
951
$5.91M 0.01%
284,285
+4,001
952
$5.89M 0.01%
411,147
+44,959
953
$5.88M 0.01%
186,973
+4,137
954
$5.87M 0.01%
24,254
+8,965
955
$5.86M 0.01%
82,459
+779
956
$5.86M 0.01%
145,111
-32,236
957
$5.84M 0.01%
69,027
+2,431
958
$5.83M 0.01%
50,202
-19,562
959
$5.81M 0.01%
59,355
-1,356
960
$5.81M 0.01%
223,480
+2,323
961
$5.78M 0.01%
75,052
-1,156
962
$5.78M 0.01%
93,962
-1,120
963
$5.78M 0.01%
63,738
+1,553
964
$5.76M 0.01%
77,639
+2,532
965
$5.76M 0.01%
233,604
-555
966
$5.71M 0.01%
410,402
+27,053
967
$5.67M 0.01%
179,588
+39,277
968
$5.66M 0.01%
87,687
+8,866
969
$5.65M 0.01%
159,931
+46,527
970
$5.63M 0.01%
75,641
+10,312
971
$5.63M 0.01%
57,719
-1,751
972
$5.63M 0.01%
34,545
-1,515
973
$5.61M 0.01%
57,777
-10,564
974
$5.6M 0.01%
100,562
-582
975
$5.6M 0.01%
168,069
-3,326
37 38
39
40 41