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
351
$31.1M 0.04%
114,801
-33,842
352
$31M 0.04%
687,350
+591,937
353
$30.8M 0.04%
238,532
-1,823
354
$30.8M 0.04%
2,165,511
+301,285
355
$30.5M 0.04%
810,946
+34,928
356
$30.2M 0.04%
428,770
-97,872
357
$29.9M 0.04%
1,214,795
+81,312
358
$29.8M 0.04%
263,818
+16,267
359
$29.7M 0.04%
140,210
-12,475
360
$29.6M 0.04%
714,291
-160,388
361
$29.5M 0.04%
377,256
-745
362
$29.4M 0.04%
398,801
+82,559
363
$29.4M 0.04%
73,559
+10,240
364
$29.2M 0.04%
39,615
+13,143
365
$29M 0.04%
598,371
-131,713
366
$28.9M 0.04%
62,998
-18,976
367
$28.8M 0.04%
370,393
+13,477
368
$28.8M 0.04%
373,122
-60,177
369
$28.8M 0.04%
139,261
+30,490
370
$28.6M 0.04%
126,926
-10,011
371
$28.4M 0.04%
1,273,860
+360,502
372
$28.3M 0.04%
165,074
+10,798
373
$28.2M 0.04%
714,097
+108,892
374
$28M 0.04%
146,305
+4,220
375
$27.9M 0.04%
740,097
+3,547
13 14
15
16 17