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
426
$22.5M 0.03%
527,366
-35,548
427
$22.5M 0.03%
157,574
-32,954
428
$22.5M 0.03%
222,475
+133,229
429
$22.5M 0.03%
459,185
-8,865
430
$22.5M 0.03%
213,440
-20,186
431
$22.3M 0.03%
199,061
+11,527
432
$22.3M 0.03%
592,666
-454,528
433
$22.2M 0.03%
323,204
+53,333
434
$22.1M 0.03%
69,624
+462
435
$22M 0.03%
353,354
-50,037
436
$21.9M 0.03%
68,818
+3,679
437
$21.8M 0.03%
415,435
+43,972
438
$21.7M 0.03%
924,404
+85,718
439
$21.7M 0.03%
902,882
-97,498
440
$21.6M 0.03%
106,864
-4,216
441
$21.6M 0.03%
+1,146,809
442
$21.6M 0.03%
369,192
+23,318
443
$21.1M 0.03%
352,568
+48,676
444
$20.9M 0.03%
853,333
+567,538
445
$20.9M 0.03%
132,856
-2,674,644
446
$20.8M 0.03%
38,162
+3,297
447
$20.8M 0.03%
500,815
+3,986
448
$20.7M 0.03%
221,944
-1,024
449
$20.5M 0.03%
111,758
+5,823
450
$20.5M 0.03%
281,310
-6,068
16 17
18
19 20