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
1201
$3.7M 0.01%
115,893
+8,415
1202
$3.7M 0.01%
85,244
+1,535
1203
$3.69M 0.01%
22,784
+2,102
1204
$3.69M 0.01%
225,036
+1,143
1205
$3.68M 0.01%
174,516
-9,436
1206
$3.68M 0.01%
163,173
-576
1207
$3.68M 0.01%
49,458
-219
1208
$3.67M 0.01%
369,587
+14,750
1209
$3.67M 0.01%
229,258
+73,029
1210
$3.67M 0.01%
87,320
-9,984
1211
$3.65M 0.01%
32,247
+9,530
1212
$3.65M 0.01%
25,459
+1,959
1213
$3.64M 0.01%
201,132
-38
1214
$3.64M 0.01%
25,307
+9,623
1215
$3.63M 0.01%
222,231
-55,205
1216
$3.62M 0.01%
63,731
-102
1217
$3.62M 0.01%
2,622
+455
1218
$3.62M 0.01%
162,722
-16,890
1219
$3.62M 0.01%
21,267
-3,092
1220
$3.6M 0.01%
462,043
+26,041
1221
$3.59M 0.01%
68,259
-643
1222
$3.58M 0.01%
80,012
-5,652
1223
$3.58M 0.01%
24,892
-8,816
1224
$3.58M 0.01%
362,970
+101,231
1225
$3.57M 0.01%
47,594
-538
47 48
49
50 51