Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
51
$335M 0.48%
2,207,615
-268,605
52
$329M 0.47%
2,580,327
-90,150
53
$311M 0.45%
1,875,823
+171,007
54
$310M 0.44%
1,282,676
+263,339
55
$308M 0.44%
1,260,881
+84,167
56
$304M 0.44%
3,455,590
+458,127
57
$300M 0.43%
778,579
+205,022
58
$290M 0.42%
706,536
+1,243
59
$287M 0.41%
7,030,748
+6,290,952
60
$284M 0.41%
1,484,868
-11,068
61
$274M 0.39%
7,048,069
+962,054
62
$271M 0.39%
878,846
+60,967
63
$267M 0.38%
3,467,483
+71,280
64
$267M 0.38%
2,949,644
+1,122,168
65
$267M 0.38%
1,334,279
+52,511
66
$265M 0.38%
3,377,248
-34,318
67
$265M 0.38%
946,331
-2,002
68
$264M 0.38%
2,786,731
+165,146
69
$264M 0.38%
768,546
-12,419
70
$258M 0.37%
1,697,342
-507,150
71
$254M 0.36%
1,519,321
+5,883
72
$251M 0.36%
1,465,799
-1,264
73
$241M 0.35%
1,840,389
+7,778
74
$235M 0.34%
733,446
-6,499
75
$235M 0.34%
7,194,724
-1,530,118
1 2
3
4 5