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
126
$129M 0.18%
4,716,886
-347,862
127
$128M 0.18%
4,136,663
-198,245
128
$128M 0.18%
668,830
-15,513
129
$127M 0.18%
608,943
-1,129
130
$126M 0.18%
460,936
+41,552
131
$125M 0.18%
1,668,857
+30,278
132
$124M 0.17%
1,969,956
+44,499
133
$122M 0.17%
1,898,021
+51,819
134
$120M 0.17%
565,200
+103,673
135
$118M 0.17%
200,135
+2,771
136
$117M 0.16%
2,644,205
-66,558
137
$117M 0.16%
4,779,291
-940,162
138
$116M 0.16%
1,310,550
+129,119
139
$115M 0.16%
794,205
-58,325
140
$114M 0.16%
1,680,009
+58,422
141
$113M 0.16%
599,276
+19,553
142
$112M 0.16%
1,386,345
-98,708
143
$112M 0.16%
904,456
-7,366
144
$112M 0.16%
789,221
+46,447
145
$111M 0.16%
4,624,484
+74,804
146
$110M 0.16%
548,965
-39,138
147
$110M 0.15%
1,347,363
+57,471
148
$110M 0.15%
1,539,414
+102,698
149
$110M 0.15%
3,307,938
+56,288
150
$109M 0.15%
897,807
-12,660
4 5
6
7 8