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
301
$38.9M 0.06%
331,843
-244,528
302
$38.8M 0.06%
1,223,524
-85,509
303
$38.7M 0.06%
2,116,427
+66,833
304
$38.6M 0.06%
762,137
+60,069
305
$38.5M 0.06%
868,781
+75,967
306
$38.5M 0.06%
483,310
-59,309
307
$38.3M 0.05%
457,436
+9,243
308
$38.2M 0.05%
389,811
+103,472
309
$38.2M 0.05%
937,553
-350,196
310
$38M 0.05%
696,788
+274,931
311
$37.9M 0.05%
2,377,344
-157,863
312
$37.5M 0.05%
495,904
+37,752
313
$37.1M 0.05%
111,531
+1,477
314
$37M 0.05%
573,099
+3,218
315
$36.5M 0.05%
318,913
+126,322
316
$36.2M 0.05%
317,291
+10,797
317
$36.2M 0.05%
808,879
+127,940
318
$35.7M 0.05%
672,860
-28,750
319
$35.7M 0.05%
722,349
+11,585
320
$35.6M 0.05%
614,540
-79,799
321
$35.2M 0.05%
376,439
+100,030
322
$34.7M 0.05%
898,399
+44,254
323
$34.4M 0.05%
237,545
-8,946
324
$34.3M 0.05%
700,714
-27,137
325
$34.2M 0.05%
448,174
+47,397
11 12
13
14 15