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
1001
$5.38M 0.01%
276,749
+1,369
1002
$5.36M 0.01%
85,470
+36,594
1003
$5.35M 0.01%
156,516
-1,416
1004
$5.34M 0.01%
46,122
-25,361
1005
$5.33M 0.01%
158,226
+310
1006
$5.33M 0.01%
193,781
+19,448
1007
$5.32M 0.01%
122,246
+22,862
1008
$5.27M 0.01%
187,297
+3,217
1009
$5.27M 0.01%
253,376
+7,646
1010
$5.26M 0.01%
225,462
1011
$5.25M 0.01%
62,825
+35,187
1012
$5.24M 0.01%
44,842
-15,533
1013
$5.24M 0.01%
41,069
+4,533
1014
$5.24M 0.01%
264,067
+3,758
1015
$5.18M 0.01%
104,760
+1,868
1016
$5.17M 0.01%
95,454
-1,020
1017
$5.16M 0.01%
127,985
-13,652
1018
$5.1M 0.01%
131,225
-8,480
1019
$5.1M 0.01%
45,660
+3,113
1020
$5.09M 0.01%
206,198
+40,685
1021
$5.08M 0.01%
161,203
+139,844
1022
$5.08M 0.01%
291,490
+17,610
1023
$5.07M 0.01%
51,167
+172
1024
$5.07M 0.01%
82,262
+76,724
1025
$5.06M 0.01%
122,749
+1,200
39 40
41
42 43