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
476
$19.1M 0.03%
111,074
+11,437
477
$19M 0.03%
528,041
-33,608
478
$19M 0.03%
189,301
-236,631
479
$19M 0.03%
315,226
+22,166
480
$19M 0.03%
23,066
-1,031
481
$18.9M 0.03%
303,594
+10,095
482
$18.7M 0.03%
341,480
+244,427
483
$18.7M 0.03%
226,035
-132,237
484
$18.7M 0.03%
760,733
+137,183
485
$18.7M 0.03%
181,645
-12,080
486
$18.7M 0.03%
126,231
-42,933
487
$18.7M 0.03%
648,645
+22,822
488
$18.6M 0.03%
350,417
+203,958
489
$18.5M 0.03%
258,445
-10,187
490
$18.4M 0.03%
134,623
-100
491
$18.3M 0.03%
425,152
+5,129
492
$18.1M 0.03%
1,107,960
+206,528
493
$17.9M 0.03%
377,265
-273,869
494
$17.8M 0.03%
749,097
+40,410
495
$17.7M 0.03%
90,737
-451
496
$17.7M 0.03%
182,857
+10,400
497
$17.5M 0.03%
1,301,037
-104,719
498
$17.4M 0.03%
633,531
+20,094
499
$17.3M 0.02%
106,244
+3,471
500
$17.3M 0.02%
601,606
+28,459
18 19
20
21 22