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
976
$5.58M 0.01%
119,904
-1,460
977
$5.57M 0.01%
213,481
-6,869
978
$5.56M 0.01%
329,951
+74,378
979
$5.54M 0.01%
20,392
+292
980
$5.54M 0.01%
41,282
-870
981
$5.54M 0.01%
81,298
-1,121
982
$5.52M 0.01%
235,020
+111,140
983
$5.52M 0.01%
104,155
+10,487
984
$5.52M 0.01%
55,567
+335
985
$5.51M 0.01%
71,793
+35,429
986
$5.51M 0.01%
22,472
+1,341
987
$5.51M 0.01%
68,986
+1,796
988
$5.5M 0.01%
103,572
+9,966
989
$5.49M 0.01%
95,110
+2,133
990
$5.48M 0.01%
115,936
+8,141
991
$5.48M 0.01%
321,525
-86,983
992
$5.47M 0.01%
29,963
+8,784
993
$5.46M 0.01%
105,206
+792
994
$5.45M 0.01%
33,438
-848
995
$5.45M 0.01%
528,636
-13,037
996
$5.44M 0.01%
375,164
+60,806
997
$5.44M 0.01%
102,626
-1,424
998
$5.42M 0.01%
95,972
+55,134
999
$5.41M 0.01%
42,127
-3,459
1000
$5.38M 0.01%
4,830
-119
38 39
40
41 42