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
626
$11.8M 0.02%
509,190
+421,584
627
$11.7M 0.02%
232,249
+33,906
628
$11.7M 0.02%
929,914
-13,208
629
$11.7M 0.02%
197,103
+6,500
630
$11.7M 0.02%
159,442
-2,719
631
$11.7M 0.02%
75,524
-4,523
632
$11.6M 0.02%
131,812
+172
633
$11.6M 0.02%
242,031
+22,596
634
$11.6M 0.02%
232,829
-5,872
635
$11.5M 0.02%
38,150
+3,191
636
$11.5M 0.02%
49,527
-784
637
$11.5M 0.02%
71,882
+3,399
638
$11.5M 0.02%
279,608
-15,757
639
$11.4M 0.02%
187,726
+5,728
640
$11.4M 0.02%
101,901
+4,365
641
$11.4M 0.02%
1,785,385
+1,131,909
642
$11.4M 0.02%
292,805
+58,012
643
$11.3M 0.02%
303,729
+59,719
644
$11.3M 0.02%
957,907
+29,984
645
$11.3M 0.02%
49,778
+6,301
646
$11.2M 0.02%
603,107
+84,691
647
$11.2M 0.02%
79,446
+8,834
648
$11.2M 0.02%
42,796
-500
649
$11.2M 0.02%
517,238
+118,575
650
$11.1M 0.02%
76,012
+7,439
24 25
26
27 28