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
1151
$4.02M 0.01%
213,461
-2,514
1152
$4.01M 0.01%
36,164
-690
1153
$4M 0.01%
45,208
+7,043
1154
$4M 0.01%
122,854
-2,362
1155
$3.98M 0.01%
231,910
-14,937
1156
$3.98M 0.01%
208,131
+38,259
1157
$3.97M 0.01%
161,110
+10,649
1158
$3.96M 0.01%
38,848
+616
1159
$3.95M 0.01%
59,500
-5,904
1160
$3.95M 0.01%
83,738
+45,175
1161
$3.95M 0.01%
469,281
-10,511
1162
$3.95M 0.01%
66,149
+13,276
1163
$3.93M 0.01%
304,558
-2,602
1164
$3.91M 0.01%
29,124
-2,107
1165
$3.91M 0.01%
15,793
+412
1166
$3.9M 0.01%
52,692
+17,569
1167
$3.9M 0.01%
71,812
-438
1168
$3.9M 0.01%
233,336
-5,070
1169
$3.89M 0.01%
179,839
+118,814
1170
$3.89M 0.01%
55,665
-262
1171
$3.87M 0.01%
69,300
-16,608
1172
$3.87M 0.01%
231,303
-10,988
1173
$3.85M 0.01%
9,302
-25
1174
$3.85M 0.01%
104,360
-9,171
1175
$3.84M 0.01%
92,947
-9,252
45 46
47
48 49