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
326
$34.2M 0.05%
368,348
+59,180
327
$34.1M 0.05%
1,054,548
+84,618
328
$34.1M 0.05%
678,269
-22,769
329
$33.8M 0.05%
85,342
+17,725
330
$33.6M 0.05%
171,316
+2,514
331
$33.6M 0.05%
310,233
+22,334
332
$33.6M 0.05%
236,863
+29,782
333
$33.5M 0.05%
865,936
+74,266
334
$33.5M 0.05%
240,638
-2,129
335
$33.4M 0.05%
248,024
-7,437
336
$33.2M 0.05%
522,433
-10,405
337
$33.2M 0.05%
593,628
+55,351
338
$33.1M 0.05%
158,815
-16,045
339
$33M 0.05%
428,813
+2,663
340
$32.7M 0.05%
407,592
+15,030
341
$32.4M 0.05%
378,867
+100,804
342
$32.3M 0.05%
1,120,558
+41,003
343
$32.1M 0.05%
607,411
+10,303
344
$32.1M 0.05%
172,426
+14,554
345
$32.1M 0.05%
1,057,023
+46,328
346
$32M 0.05%
738,911
+119,446
347
$31.9M 0.05%
1,373,770
+530,862
348
$31.7M 0.05%
337,685
+63,199
349
$31.2M 0.04%
342,111
+13,375
350
$31.2M 0.04%
297,954
+39,882
12 13
14
15 16