Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
26
$464M 0.67%
7,268,681
+314,252
27
$455M 0.65%
2,443,503
+1,341,756
28
$452M 0.65%
2,769,541
-89,207
29
$448M 0.64%
4,304,741
+156,848
30
$420M 0.6%
4,578,392
+116,605
31
$417M 0.6%
2,070,054
-83,306
32
$416M 0.6%
836,522
-25,238
33
$413M 0.59%
2,589,358
-248,671
34
$412M 0.59%
3,361,058
+1,923,830
35
$409M 0.59%
5,077,870
+678,616
36
$409M 0.59%
2,583,847
+124,644
37
$408M 0.59%
1,677,488
+31,732
38
$402M 0.58%
2,461,607
+78,397
39
$400M 0.57%
1,797,285
+54,767
40
$392M 0.56%
8,679,196
+131,750
41
$381M 0.55%
4,369,050
-471,520
42
$376M 0.54%
5,856,570
+1,110
43
$374M 0.54%
1,565,077
+21,598
44
$372M 0.53%
4,211,128
+203,443
45
$369M 0.53%
1,284,750
+906,916
46
$360M 0.52%
624,411
-87,056
47
$360M 0.52%
4,787,435
+317,894
48
$352M 0.5%
7,486,505
+271,025
49
$346M 0.5%
3,323,566
-123,686
50
$344M 0.49%
3,141,311
-79,302
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