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
176
$94.3M 0.13%
+1,897,135
177
$93.2M 0.13%
2,027,057
+61,552
178
$93.2M 0.13%
360,456
+459
179
$92.7M 0.13%
982,658
+6,717
180
$92.4M 0.13%
1,591,281
-254,419
181
$91.9M 0.13%
1,356,388
+10,743
182
$91.3M 0.13%
3,336,931
+16,868
183
$90.8M 0.13%
758,324
+37,808
184
$89.7M 0.13%
632,743
-13,050
185
$88.8M 0.12%
3,105,366
-342,789
186
$87.5M 0.12%
342,909
-10,353
187
$86.9M 0.12%
328,088
+3,410
188
$85.9M 0.12%
842,255
-190,519
189
$84.9M 0.12%
217,945
+4,056
190
$83.6M 0.12%
1,038,417
-2,340
191
$82.7M 0.12%
324,342
-14,052
192
$81.2M 0.11%
703,999
+25,510
193
$80.5M 0.11%
2,195,667
+163,930
194
$78.2M 0.11%
925,053
+29,472
195
$76.4M 0.11%
736,697
+63,716
196
$75.9M 0.11%
265,414
+48,980
197
$75.8M 0.11%
968,422
+44,028
198
$75.3M 0.11%
1,722,192
+117,115
199
$74.7M 0.11%
500,753
+17,283
200
$74.7M 0.11%
1,006,215
+46,894
6 7
8
9 10