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
101
$157M 0.22%
4,008,746
-411,811
102
$153M 0.21%
1,361,821
+39,403
103
$152M 0.21%
3,049,530
+196,235
104
$151M 0.21%
970,792
+71,323
105
$151M 0.21%
1,331,510
-127,471
106
$150M 0.21%
5,769,749
+150,000
107
$150M 0.21%
1,619,236
-1,186
108
$146M 0.2%
700,283
+17,176
109
$145M 0.2%
2,357,885
-70,562
110
$144M 0.2%
347,882
+6,060
111
$143M 0.2%
3,821,172
+66,176
112
$141M 0.2%
5,878,384
+307,930
113
$141M 0.2%
803,362
+18,112
114
$139M 0.2%
367,757
+15,149
115
$139M 0.2%
1,525,450
+34,770
116
$137M 0.19%
837,966
+22,634
117
$137M 0.19%
4,138,379
+194,109
118
$136M 0.19%
1,318,595
+20,274
119
$135M 0.19%
1,285,278
+24,413
120
$133M 0.19%
1,802,299
+82,363
121
$132M 0.19%
772,461
-60,877
122
$132M 0.19%
658,608
+27,609
123
$132M 0.18%
1,429,518
-121,888
124
$130M 0.18%
748,391
+52,448
125
$130M 0.18%
1,805,030
-307,026
3 4
5
6 7