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
651
$11.1M 0.02%
133,005
-51,817
652
$11M 0.02%
39,705
-1,831
653
$11M 0.02%
74,430
-107,508
654
$11M 0.02%
407,728
+371,214
655
$11M 0.02%
215,590
+45,435
656
$11M 0.02%
19,589
-205
657
$10.9M 0.02%
61,844
-24,339
658
$10.9M 0.02%
205,792
+9,042
659
$10.9M 0.02%
495,411
+11,264
660
$10.9M 0.02%
323,298
+103,386
661
$10.8M 0.02%
371,817
-59,294
662
$10.7M 0.02%
193,426
+32,034
663
$10.7M 0.02%
30,231
+2,457
664
$10.7M 0.02%
189,298
+29,678
665
$10.6M 0.02%
152,644
+26,754
666
$10.6M 0.02%
46,889
+3,679
667
$10.6M 0.02%
551,084
+53,073
668
$10.6M 0.02%
168,984
-2,626
669
$10.6M 0.02%
110,298
+8,513
670
$10.5M 0.02%
329,873
+172,517
671
$10.5M 0.02%
182,897
-5,847
672
$10.4M 0.01%
120,847
+4,493
673
$10.4M 0.01%
191,701
-189,162
674
$10.4M 0.01%
151,425
-7,620
675
$10.3M 0.01%
68,101
-6,619
25 26
27
28 29