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
$69.8B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,479
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$260M
3
+$257M
4
TXN icon
Texas Instruments
TXN
+$250M
5
NKE icon
Nike
NKE
+$236M

Top Sells

1
+$421M
2
+$386M
3
+$315M
4
BDX icon
Becton Dickinson
BDX
+$238M
5
AAPL icon
Apple
AAPL
+$144M

Sector Composition

1 Technology 17.05%
2 Healthcare 10.73%
3 Industrials 9.57%
4 Consumer Staples 8.76%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62M 0.09%
1,389,260
-100,093
227
$61.7M 0.09%
558,648
+93,453
228
$61.6M 0.09%
899,975
+84,085
229
$61.3M 0.09%
1,639,749
-356,931
230
$61.2M 0.09%
1,216,679
+143,373
231
$60.8M 0.09%
629,986
-1,286
232
$60.6M 0.09%
892,764
+62,897
233
$60.3M 0.09%
459,408
-2,154
234
$60M 0.09%
556,779
+157,534
235
$59.9M 0.09%
1,686,077
-120,428
236
$59.3M 0.09%
651,965
+80,564
237
$59M 0.08%
354,221
-1,888,723
238
$58.9M 0.08%
689,524
-35,215
239
$58.7M 0.08%
278,782
-94,233
240
$58.6M 0.08%
579,259
+208,176
241
$58.1M 0.08%
1,807,653
-33,808
242
$56.7M 0.08%
446,222
+51,014
243
$56.5M 0.08%
607,065
+60,733
244
$56.2M 0.08%
77,959
-2,642
245
$55.9M 0.08%
170,710
+21,868
246
$55.8M 0.08%
1,042,674
+498,636
247
$54.4M 0.08%
655,542
+30,809
248
$54.2M 0.08%
1,132,777
+11,808
249
$53.7M 0.08%
40,777
-3,940
250
$52.3M 0.08%
1,693,939
+88,504
8 9
10
11 12