Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$2.28B 3.2%
7,210,747
-37,008
2
$1.95B 2.74%
11,403,193
-159,536
3
$1.01B 1.42%
7,973,531
+128,806
4
$866M 1.22%
1,717,481
-2,478
5
$859M 1.21%
3,734,715
+1,229
6
$857M 1.2%
19,702,670
+176,260
7
$857M 1.2%
6,547,968
+37,124
8
$750M 1.06%
2,483,454
+17,224
9
$750M 1.05%
4,427,727
+188,711
10
$704M 0.99%
6,834,634
-71,993
11
$671M 0.94%
4,306,268
+120,891
12
$658M 0.92%
1,538,872
+7,617
13
$628M 0.88%
1,686,840
-5,623
14
$623M 0.88%
4,274,239
+79,342
15
$619M 0.87%
4,268,464
+24,818
16
$606M 0.85%
9,415,008
+514,429
17
$574M 0.81%
10,772,517
+85,146
18
$536M 0.75%
9,971,036
-190,768
19
$535M 0.75%
1,361,339
-29,623
20
$532M 0.75%
1,733,790
+18,279
21
$500M 0.7%
5,319,662
+68,720
22
$488M 0.69%
1,192,126
+7,120
23
$473M 0.66%
6,910,032
-304,114
24
$457M 0.64%
8,166,846
+195,327
25
$456M 0.64%
13,735,634
+465,039
1
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