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
376
$27.9M 0.04%
211,347
-1,449
377
$27.8M 0.04%
280,582
-90,752
378
$27.8M 0.04%
361,739
+49,434
379
$27.7M 0.04%
124,735
+10,446
380
$27.5M 0.04%
222,263
+9,556
381
$27.3M 0.04%
202,257
+2,334
382
$27M 0.04%
435,120
-22,878
383
$26.8M 0.04%
403,413
+247,143
384
$26.7M 0.04%
890,644
+21,887
385
$26.6M 0.04%
294,178
-375,926
386
$26.6M 0.04%
997,655
+39,168
387
$26.5M 0.04%
314,985
-9,544
388
$26.4M 0.04%
485,360
+156,125
389
$26.2M 0.04%
52,250
-22,239
390
$26.1M 0.04%
85,135
+1,170
391
$26M 0.04%
75,834
+5,641
392
$25.9M 0.04%
514,075
-68,386
393
$25.8M 0.04%
725,754
+71,737
394
$25.6M 0.04%
746,767
+14,848
395
$25.5M 0.04%
229,879
+35,564
396
$25.4M 0.04%
344,261
+12,314
397
$25.4M 0.04%
69,671
-12,370
398
$25.3M 0.04%
249,128
-123,905
399
$25.3M 0.04%
885,240
+77,066
400
$25.3M 0.04%
558,179
+31,453
14 15
16
17 18