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
576
$13.7M 0.02%
128,754
-10,995
577
$13.7M 0.02%
122,960
+6,162
578
$13.7M 0.02%
252,562
+101,482
579
$13.7M 0.02%
557,112
-655
580
$13.6M 0.02%
543,686
+100,985
581
$13.5M 0.02%
114,454
+8,113
582
$13.4M 0.02%
117,767
-2,477
583
$13.3M 0.02%
218,580
+13,930
584
$13.3M 0.02%
77,327
+8,015
585
$13.3M 0.02%
284,439
-57,934
586
$13.3M 0.02%
136,277
-69,760
587
$13.3M 0.02%
37,344
-7,219
588
$13.3M 0.02%
8,684
-741
589
$13.3M 0.02%
183,537
-96,537
590
$13.2M 0.02%
577,080
+466,009
591
$13.1M 0.02%
162,844
+56,320
592
$13.1M 0.02%
553,689
+65,314
593
$13.1M 0.02%
371,380
+170,709
594
$13M 0.02%
179,216
+1,097
595
$13M 0.02%
543,468
+21,682
596
$13M 0.02%
121,631
-4,383
597
$12.9M 0.02%
576,123
+124,028
598
$12.9M 0.02%
+257,256
599
$12.9M 0.02%
191,726
-45,415
600
$12.8M 0.02%
291,102
+74,409
22 23
24
25 26