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
201
$74.6M 0.1%
347,428
+206,475
202
$74.3M 0.1%
1,250,495
-197,944
203
$74M 0.1%
170,004
-4,905
204
$73.9M 0.1%
139
205
$73.8M 0.1%
883,482
-24,481
206
$73.4M 0.1%
684,191
-9,926
207
$72.5M 0.1%
387,599
-51,295
208
$72.4M 0.1%
3,069,324
-97,080
209
$72.4M 0.1%
552,650
+18,602
210
$72.2M 0.1%
1,438,551
+173,268
211
$71.9M 0.1%
2,358,734
+133,122
212
$71.6M 0.1%
1,953,450
+193,100
213
$70.9M 0.1%
889,613
+46,195
214
$69.9M 0.1%
1,001,638
-39,749
215
$69.6M 0.1%
1,590,545
+122,533
216
$69.6M 0.1%
1,074,886
+4,105
217
$68.7M 0.1%
388,845
-23,650
218
$68M 0.1%
979,815
+60,081
219
$67.9M 0.1%
449,253
+16,381
220
$67.7M 0.1%
1,158,069
+3,137
221
$67M 0.09%
1,887,703
-69,217
222
$66.2M 0.09%
204,546
+9,767
223
$66M 0.09%
1,272,820
+183,396
224
$65.8M 0.09%
745,732
+21,093
225
$65.4M 0.09%
888,703
-1,507
7 8
9
10 11