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
1101
$4.42M 0.01%
26,977
-372
1102
$4.4M 0.01%
133,798
+547
1103
$4.4M 0.01%
12,754
+154
1104
$4.39M 0.01%
163,645
-6,577
1105
$4.39M 0.01%
147,865
-896
1106
$4.38M 0.01%
82,319
+4,151
1107
$4.37M 0.01%
21,961
+506
1108
$4.37M 0.01%
48,343
+3,810
1109
$4.35M 0.01%
88,901
-2,920
1110
$4.34M 0.01%
22,140
-5,474
1111
$4.34M 0.01%
24,596
+21,487
1112
$4.33M 0.01%
143,667
+38,681
1113
$4.33M 0.01%
239,958
-1,181
1114
$4.32M 0.01%
438,232
+8,928
1115
$4.3M 0.01%
105,652
-57,187
1116
$4.29M 0.01%
27,776
+1,582
1117
$4.29M 0.01%
53,170
-1,207
1118
$4.28M 0.01%
171,827
-4,847
1119
$4.27M 0.01%
38,122
-1,685
1120
$4.26M 0.01%
451,460
+146,406
1121
$4.26M 0.01%
45,450
-4,478
1122
$4.26M 0.01%
86,811
-3,793
1123
$4.24M 0.01%
18,099
-148
1124
$4.23M 0.01%
89,256
+349
1125
$4.23M 0.01%
181,734
-41,911
43 44
45
46 47