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
501
$17.2M 0.02%
77,686
+6,402
502
$17.1M 0.02%
433,908
+397,738
503
$17.1M 0.02%
108,337
-5,720
504
$16.9M 0.02%
264,711
+23,929
505
$16.8M 0.02%
240,482
-35,046
506
$16.8M 0.02%
367,375
-37,067
507
$16.7M 0.02%
168,656
+33,681
508
$16.7M 0.02%
58,219
+3,359
509
$16.6M 0.02%
39,982
+2,494
510
$16.6M 0.02%
122,908
+11,700
511
$16.5M 0.02%
273,419
+62,034
512
$16.5M 0.02%
161,907
-8,473
513
$16.4M 0.02%
23,401
+166
514
$16.4M 0.02%
6,673
+2,353
515
$16.3M 0.02%
191,098
+174,420
516
$16.3M 0.02%
48,637
+327
517
$16.2M 0.02%
84,648
-7,269
518
$16.2M 0.02%
169,015
+10,778
519
$16.2M 0.02%
276,594
-56,059
520
$16.1M 0.02%
79,342
-2,714
521
$16.1M 0.02%
213,027
-77,428
522
$16.1M 0.02%
428,410
-28,141
523
$16M 0.02%
263,482
-17
524
$16M 0.02%
255,846
+74,726
525
$16M 0.02%
306,769
-262
19 20
21
22 23