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
401
$24.9M 0.04%
79,077
+9,314
402
$24.9M 0.04%
707,892
+28,457
403
$24.8M 0.04%
447,942
-102,342
404
$24.5M 0.04%
814,735
+13,908
405
$24.5M 0.04%
433,845
+5,198
406
$24.5M 0.04%
266,559
+6,927
407
$24.3M 0.03%
142,121
+13,054
408
$24.2M 0.03%
210,690
+73,276
409
$24M 0.03%
736,348
+23,571
410
$23.8M 0.03%
124,893
+2,206
411
$23.6M 0.03%
479,229
-26,761
412
$23.4M 0.03%
102,324
+27,564
413
$23.4M 0.03%
91,399
-4,199
414
$23.3M 0.03%
140,555
-32,560
415
$23.3M 0.03%
635,720
+1,534
416
$23M 0.03%
325,941
+53,496
417
$22.9M 0.03%
181,256
+17,231
418
$22.9M 0.03%
51,876
-8,744
419
$22.8M 0.03%
915,700
+696,870
420
$22.8M 0.03%
1,106,917
+43,770
421
$22.8M 0.03%
64,170
-12,683
422
$22.7M 0.03%
842,752
-816,208
423
$22.7M 0.03%
376,784
-66,635
424
$22.6M 0.03%
104,549
-19,782
425
$22.6M 0.03%
46,509
-3,748
15 16
17
18 19