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
451
$20.4M 0.03%
731,017
+33,165
452
$20.3M 0.03%
483,788
-24,064
453
$20.2M 0.03%
237,019
-634
454
$20.2M 0.03%
533,136
+47,311
455
$20.1M 0.03%
992,541
+156,298
456
$20.1M 0.03%
117,266
+23,375
457
$19.8M 0.03%
314,092
+2,820
458
$19.8M 0.03%
960,020
-148,760
459
$19.8M 0.03%
633,471
+37,222
460
$19.7M 0.03%
97,630
+2,802
461
$19.7M 0.03%
147,367
-5,643
462
$19.7M 0.03%
198,969
-2,865
463
$19.6M 0.03%
274,297
+4,500
464
$19.6M 0.03%
434,769
+53,998
465
$19.5M 0.03%
206,194
+42,095
466
$19.4M 0.03%
427,811
+56,507
467
$19.4M 0.03%
180,673
-1,379
468
$19.4M 0.03%
338,254
+7,784
469
$19.4M 0.03%
76,880
+5,499
470
$19.3M 0.03%
43,201
-7
471
$19.3M 0.03%
99,821
-1,896
472
$19.3M 0.03%
694,359
+23,279
473
$19.2M 0.03%
1,061,120
+136,835
474
$19.2M 0.03%
174,348
-25,160
475
$19.1M 0.03%
99,625
-81,871
17 18
19
20 21