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
76
$221M 0.31%
6,227,265
+204,072
77
$216M 0.3%
1,840,158
-20,192
78
$215M 0.3%
4,903,394
+146,916
79
$214M 0.3%
2,020,887
+31,852
80
$213M 0.3%
970,106
-13,601
81
$205M 0.29%
1,317,155
+46,891
82
$196M 0.28%
4,112,827
+925
83
$190M 0.27%
1,874,235
-6,757
84
$188M 0.26%
368,714
+2,613
85
$187M 0.26%
687,580
+38,060
86
$184M 0.26%
3,209,833
-157,860
87
$182M 0.26%
2,635,965
+527,934
88
$176M 0.25%
1,821,784
+41,688
89
$176M 0.25%
643,253
+5,494
90
$173M 0.24%
5,335,625
-1,656,192
91
$173M 0.24%
829,450
+3,443
92
$172M 0.24%
3,585,649
+242,755
93
$172M 0.24%
910,195
+13,521
94
$172M 0.24%
470,843
+36,646
95
$169M 0.24%
4,488,310
+264,980
96
$167M 0.23%
1,389,344
-5,360
97
$166M 0.23%
1,202,538
-77,417
98
$163M 0.23%
1,233,026
-175,204
99
$161M 0.23%
4,034,731
-82,882
100
$158M 0.22%
4,694,088
+120,470
2 3
4
5 6