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
1026
$5.06M 0.01%
83,887
-26,492
1027
$5.06M 0.01%
146,747
-27,459
1028
$5.05M 0.01%
143,957
+1,365
1029
$5.05M 0.01%
29,603
+80
1030
$5.04M 0.01%
103,831
-11,555
1031
$5.03M 0.01%
37,452
-3,924
1032
$5.02M 0.01%
171,357
-6,597
1033
$5.02M 0.01%
49,570
+935
1034
$5M 0.01%
18,234
+3,698
1035
$4.99M 0.01%
89,477
-1,601
1036
$4.98M 0.01%
133,825
+8,168
1037
$4.92M 0.01%
529,854
+658
1038
$4.89M 0.01%
663,140
-29,126
1039
$4.89M 0.01%
+340,092
1040
$4.87M 0.01%
33,996
+38
1041
$4.87M 0.01%
203,577
-20,936
1042
$4.84M 0.01%
40,906
+2,820
1043
$4.83M 0.01%
237,827
+97,307
1044
$4.83M 0.01%
209,804
+8,907
1045
$4.82M 0.01%
37,689
+1,405
1046
$4.82M 0.01%
298,596
+20,613
1047
$4.81M 0.01%
67,170
+6,297
1048
$4.81M 0.01%
273,187
-4,314
1049
$4.8M 0.01%
103,222
-49,120
1050
$4.79M 0.01%
55,330
+246
40 41
42
43 44