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
276
$43.9M 0.06%
743,171
+94,672
277
$43.7M 0.06%
431,130
-8,548
278
$43.6M 0.06%
1,856,657
+194,453
279
$43.2M 0.06%
395,335
+12,474
280
$43.2M 0.06%
191,092
-45,687
281
$43M 0.06%
575,581
-151,906
282
$42.6M 0.06%
313,671
-3,488
283
$42.5M 0.06%
355,814
+56,013
284
$42.4M 0.06%
1,036,576
+29,962
285
$42.2M 0.06%
273,009
-75,951
286
$42.1M 0.06%
449,451
+132,804
287
$42M 0.06%
621,053
-55,805
288
$42M 0.06%
361,316
-46,463
289
$42M 0.06%
264,226
+13,099
290
$41.7M 0.06%
372,117
+11,359
291
$41.3M 0.06%
559,219
+58,992
292
$41.3M 0.06%
2,357,778
+65,528
293
$41.1M 0.06%
1,893,449
+231,636
294
$40.8M 0.06%
15,382
-4,124
295
$40.8M 0.06%
738,965
+56,168
296
$40.6M 0.06%
295,790
-105,534
297
$39.9M 0.06%
3,163,768
-786,453
298
$39.6M 0.06%
1,148,937
+212,812
299
$39.4M 0.06%
647,094
+46,492
300
$39.1M 0.06%
117,630
-6,383
10 11
12
13 14