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
251
$52.2M 0.07%
707,362
+24,434
252
$51.7M 0.07%
176,235
+23,774
253
$50.8M 0.07%
1,061,816
-71,499
254
$50.7M 0.07%
597,652
-88,044
255
$50.2M 0.07%
1,069,470
+191,344
256
$49.6M 0.07%
3,979,104
+109,583
257
$49.4M 0.07%
1,428,512
+172,544
258
$49.4M 0.07%
678,450
+37,754
259
$49.3M 0.07%
501,566
+49,106
260
$49.2M 0.07%
1,049,218
-62,571
261
$48.4M 0.07%
70,294
-1,550
262
$48.3M 0.07%
852,615
-337,395
263
$47.3M 0.07%
2,023,109
-16,500,367
264
$47.2M 0.07%
1,050,853
-38,710
265
$46.7M 0.07%
312,472
-64,629
266
$46.4M 0.07%
732,049
+43,692
267
$46.1M 0.07%
898,896
+26,331
268
$46.1M 0.07%
602,367
-332,672
269
$46M 0.07%
909,068
+90,619
270
$45.4M 0.07%
840,373
-11,479
271
$45.1M 0.06%
592,150
-68,467
272
$45M 0.06%
1,965,333
+264,054
273
$44.9M 0.06%
263,572
+17,568
274
$44.5M 0.06%
335,419
+10,451
275
$44.5M 0.06%
186,673
+7,703
9 10
11
12 13