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
2001
$1.08M ﹤0.01%
30,341
-3,924
2002
$1.08M ﹤0.01%
48,357
+4,768
2003
$1.07M ﹤0.01%
10,417
-2,386
2004
$1.07M ﹤0.01%
17,270
-1,203
2005
$1.07M ﹤0.01%
80,315
+1,140
2006
$1.07M ﹤0.01%
41,928
+27,466
2007
$1.07M ﹤0.01%
11,742
-67,979
2008
$1.07M ﹤0.01%
57,709
+5,449
2009
$1.07M ﹤0.01%
40,495
+9,256
2010
$1.06M ﹤0.01%
90,606
+6,663
2011
$1.06M ﹤0.01%
53,382
+8,383
2012
$1.06M ﹤0.01%
83,950
+2,973
2013
$1.06M ﹤0.01%
39,372
+588
2014
$1.06M ﹤0.01%
22,012
+31
2015
$1.06M ﹤0.01%
497,090
+34,697
2016
$1.06M ﹤0.01%
13,445
-275
2017
$1.06M ﹤0.01%
6,343
-10,632
2018
$1.06M ﹤0.01%
30,415
-4,690
2019
$1.05M ﹤0.01%
45,990
-706
2020
$1.05M ﹤0.01%
6,325
+3,869
2021
$1.05M ﹤0.01%
21,809
-769
2022
$1.05M ﹤0.01%
46,415
-64,727
2023
$1.05M ﹤0.01%
230,154
-96,179
2024
$1.05M ﹤0.01%
45,955
+24,431
2025
$1.04M ﹤0.01%
71,891
+7,851
79 80
81
82 83