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
676
$10.3M 0.01%
107,747
+25,906
677
$10.3M 0.01%
67,152
-2,167
678
$10.3M 0.01%
72,342
-640
679
$10.3M 0.01%
385,025
-229,593
680
$10.2M 0.01%
92,950
+8,344
681
$10.2M 0.01%
410,243
-64,608
682
$10.2M 0.01%
179,622
+6,402
683
$10.1M 0.01%
144,146
+140,163
684
$10.1M 0.01%
110,514
-209
685
$10.1M 0.01%
71,505
-51,799
686
$10.1M 0.01%
46,651
-300
687
$10.1M 0.01%
195,702
+7,374
688
$10.1M 0.01%
117,446
+4,521
689
$10M 0.01%
136,777
+110,429
690
$9.96M 0.01%
145,888
+32,149
691
$9.94M 0.01%
118,842
-4,121
692
$9.92M 0.01%
140,247
+14,165
693
$9.87M 0.01%
619,864
+292,785
694
$9.85M 0.01%
494,684
+377,129
695
$9.84M 0.01%
150,535
+10,861
696
$9.81M 0.01%
128,011
+8,959
697
$9.8M 0.01%
443,200
-41,055
698
$9.79M 0.01%
60,638
-1,529
699
$9.74M 0.01%
154,835
-16,048
700
$9.74M 0.01%
561,458
+322,189
26 27
28
29 30