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
701
$9.7M 0.01%
119,420
+1,849
702
$9.66M 0.01%
813,721
-39,256
703
$9.65M 0.01%
511,985
-16,389
704
$9.64M 0.01%
269,831
+87
705
$9.59M 0.01%
202,628
+7,872
706
$9.58M 0.01%
175,186
+18,252
707
$9.56M 0.01%
270,932
+24,456
708
$9.56M 0.01%
154,381
-17,120
709
$9.53M 0.01%
49,810
-1,421
710
$9.45M 0.01%
56,238
+6,992
711
$9.44M 0.01%
122,633
+4,787
712
$9.4M 0.01%
65,479
+4,687
713
$9.34M 0.01%
175,544
+17,266
714
$9.34M 0.01%
178,243
+56,829
715
$9.32M 0.01%
126,529
+38,762
716
$9.31M 0.01%
137,984
+1,575
717
$9.27M 0.01%
439,864
+23,957
718
$9.25M 0.01%
612,338
-71,580
719
$9.24M 0.01%
136,237
-242
720
$9.16M 0.01%
7,170
+30
721
$9.15M 0.01%
337,468
+72,836
722
$9.13M 0.01%
58,969
+354
723
$9.13M 0.01%
1,963,620
+506,569
724
$9.12M 0.01%
33,526
+29,794
725
$9.11M 0.01%
110,678
+30,003
27 28
29
30 31