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
526
$16M 0.02%
46,033
-3,701
527
$15.9M 0.02%
184,147
+4,484
528
$15.9M 0.02%
165,046
+33,495
529
$15.9M 0.02%
673,809
+24,059
530
$15.8M 0.02%
121,930
-28,990
531
$15.7M 0.02%
1,254,127
+407,136
532
$15.6M 0.02%
289,660
+136,214
533
$15.6M 0.02%
1,620,088
+195,128
534
$15.6M 0.02%
86,834
+624
535
$15.4M 0.02%
435,516
+20,214
536
$15.4M 0.02%
223,786
-2,434
537
$15.4M 0.02%
1,844,074
538
$15.3M 0.02%
368,010
-247,141
539
$15.3M 0.02%
365,223
-9,617
540
$15.2M 0.02%
30,453
+1,079
541
$15.2M 0.02%
244,145
-10,995
542
$15.2M 0.02%
71,228
+881
543
$15.1M 0.02%
134,820
-568
544
$15.1M 0.02%
217,016
+8,062
545
$15M 0.02%
66,111
-5,215
546
$15M 0.02%
198,150
+23,887
547
$15M 0.02%
64,245
+2,029
548
$14.9M 0.02%
49,061
-9,415
549
$14.9M 0.02%
225,044
-35,907
550
$14.9M 0.02%
186,605
-1,015
20 21
22
23 24