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
1126
$4.22M 0.01%
55,612
-2,434
1127
$4.21M 0.01%
172,828
-29
1128
$4.19M 0.01%
88,559
-1,385
1129
$4.18M 0.01%
181,954
-22
1130
$4.17M 0.01%
54,693
+4,075
1131
$4.16M 0.01%
46,280
+5,469
1132
$4.16M 0.01%
69,972
+57,711
1133
$4.15M 0.01%
57,774
-38,714
1134
$4.13M 0.01%
90,401
-27,899
1135
$4.13M 0.01%
47,943
+78
1136
$4.12M 0.01%
101,961
+56,624
1137
$4.11M 0.01%
262,885
-65,684
1138
$4.1M 0.01%
116,952
-37,498
1139
$4.1M 0.01%
52,572
+10,258
1140
$4.09M 0.01%
59,894
+4,562
1141
$4.08M 0.01%
430,828
+177,825
1142
$4.08M 0.01%
134,085
+12,965
1143
$4.07M 0.01%
190,730
+139
1144
$4.07M 0.01%
83,419
+2,753
1145
$4.07M 0.01%
82,163
+1,357
1146
$4.05M 0.01%
81,979
+4,356
1147
$4.04M 0.01%
22,459
+3,682
1148
$4.04M 0.01%
147,332
+10,252
1149
$4.04M 0.01%
52,297
-4,815
1150
$4.02M 0.01%
143,380
-24,820
44 45
46
47 48