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
1051
$4.76M 0.01%
118,000
1052
$4.76M 0.01%
52,921
-2,361
1053
$4.75M 0.01%
92,052
-2,424
1054
$4.74M 0.01%
117,657
+3,830
1055
$4.74M 0.01%
187,449
-1,551
1056
$4.72M 0.01%
96,487
+15,227
1057
$4.72M 0.01%
279,519
+5,070
1058
$4.72M 0.01%
71,946
+19,155
1059
$4.71M 0.01%
408,083
+34,153
1060
$4.7M 0.01%
171,760
-20,458
1061
$4.67M 0.01%
288,433
-309,349
1062
$4.66M 0.01%
290,828
-562,766
1063
$4.66M 0.01%
55,252
-1,185
1064
$4.65M 0.01%
181,009
+3,141
1065
$4.65M 0.01%
30,062
+3,547
1066
$4.65M 0.01%
46,407
-2,760
1067
$4.64M 0.01%
183,665
-9,551
1068
$4.64M 0.01%
127,023
+3,628
1069
$4.64M 0.01%
77,639
-149
1070
$4.63M 0.01%
10,535
+1,874
1071
$4.63M 0.01%
34,684
+5,714
1072
$4.63M 0.01%
182,417
+1,290
1073
$4.62M 0.01%
89,641
+33,578
1074
$4.59M 0.01%
86,380
-29,485
1075
$4.57M 0.01%
83,649
+1,146
41 42
43
44 45