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
1076
$4.57M 0.01%
166,490
+50,390
1077
$4.55M 0.01%
45,729
+8,457
1078
$4.55M 0.01%
293,813
+14,766
1079
$4.53M 0.01%
4,072
-287
1080
$4.52M 0.01%
143,090
-324
1081
$4.52M 0.01%
98,040
+88,975
1082
$4.51M 0.01%
81,371
-6,801
1083
$4.5M 0.01%
411,158
+9,825
1084
$4.5M 0.01%
89,563
+1,598
1085
$4.5M 0.01%
261,347
+3,212
1086
$4.48M 0.01%
399,647
+57,826
1087
$4.48M 0.01%
+95,450
1088
$4.47M 0.01%
83,527
-15,195
1089
$4.47M 0.01%
147,273
+6,885
1090
$4.47M 0.01%
131,081
-2,376
1091
$4.46M 0.01%
94,954
-1,600
1092
$4.45M 0.01%
266,673
-25,889
1093
$4.45M 0.01%
335,906
+18,226
1094
$4.45M 0.01%
301,101
+2,238
1095
$4.44M 0.01%
127,501
-1,633
1096
$4.44M 0.01%
105,840
+2,946
1097
$4.43M 0.01%
97,514
-14,888
1098
$4.43M 0.01%
48,257
-3,845
1099
$4.42M 0.01%
59,381
+4,190
1100
$4.42M 0.01%
184,421
+45,135
42 43
44
45 46