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
551
$14.8M 0.02%
79,414
-14,071
552
$14.8M 0.02%
83,195
+5,378
553
$14.8M 0.02%
1,319,689
-37,802
554
$14.7M 0.02%
192,310
-133,274
555
$14.7M 0.02%
232,458
+11,239
556
$14.6M 0.02%
272,669
+54,251
557
$14.6M 0.02%
79,187
+15,124
558
$14.5M 0.02%
545,098
+69,175
559
$14.5M 0.02%
222,240
+83,345
560
$14.5M 0.02%
57,143
-23,308
561
$14.4M 0.02%
119,503
+40,807
562
$14.4M 0.02%
130,378
+5,904
563
$14.3M 0.02%
590,976
+22,851
564
$14.3M 0.02%
1,256,321
+153,535
565
$14.3M 0.02%
153,737
+14,131
566
$14.2M 0.02%
282,622
-126,938
567
$14.2M 0.02%
406,645
-7,656
568
$14.2M 0.02%
131,714
+23,974
569
$14.1M 0.02%
139,878
-5,462
570
$14.1M 0.02%
101,200
-45,467
571
$14M 0.02%
218,258
+25,575
572
$13.9M 0.02%
139,595
-2,533
573
$13.8M 0.02%
55,116
+474
574
$13.8M 0.02%
111,233
+5,912
575
$13.7M 0.02%
25,444
-1,595
21 22
23
24 25