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
151
$107M 0.15%
991,298
+59,167
152
$107M 0.15%
2,030,993
+243,878
153
$106M 0.15%
2,130,785
-102,475
154
$104M 0.15%
454,161
+7,489
155
$104M 0.15%
2,543,721
+184,930
156
$104M 0.15%
354,511
+15,350
157
$103M 0.15%
1,126,992
+255,423
158
$102M 0.14%
1,979,653
+65,237
159
$100M 0.14%
155,311
+5,302
160
$100M 0.14%
1,109,959
+170,734
161
$99.7M 0.14%
1,537,645
-7,145
162
$99.7M 0.14%
1,860,688
+511,206
163
$99M 0.14%
395,763
+8,183
164
$98.9M 0.14%
2,001,463
-150,595
165
$98.8M 0.14%
1,695,266
+162,844
166
$98.7M 0.14%
1,219,448
-848,651
167
$98.7M 0.14%
921,347
-46,714
168
$98.2M 0.14%
709,537
-24,667
169
$97.8M 0.14%
759,691
-25,846
170
$96.4M 0.14%
495,077
+1,241
171
$96.1M 0.14%
488,622
-20,079
172
$95.5M 0.13%
2,510,004
+167,920
173
$95.3M 0.13%
1,377,827
+7,596
174
$94.8M 0.13%
999,552
-30,168
175
$94.6M 0.13%
1,910,819
+66,231
5 6
7
8 9