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
726
$9.09M 0.01%
97,960
+398
727
$9.09M 0.01%
207,681
-89,932
728
$9.05M 0.01%
229,530
-15,659
729
$9.04M 0.01%
406,242
-10,083
730
$8.97M 0.01%
80,602
-4,189
731
$8.97M 0.01%
113,184
+9,156
732
$8.93M 0.01%
124,542
+2,621
733
$8.92M 0.01%
128,071
+7,080
734
$8.92M 0.01%
+108,753
735
$8.91M 0.01%
90,756
+1,695
736
$8.9M 0.01%
95,667
+1,225
737
$8.9M 0.01%
23,033
+2,350
738
$8.84M 0.01%
232,167
+5,399
739
$8.82M 0.01%
84,402
-1,833
740
$8.77M 0.01%
235,593
+80,832
741
$8.76M 0.01%
312,593
+138,648
742
$8.73M 0.01%
211,589
+1
743
$8.68M 0.01%
67,528
-30,152
744
$8.64M 0.01%
206,269
+41,205
745
$8.64M 0.01%
41,118
+8,742
746
$8.61M 0.01%
216,556
+48,472
747
$8.6M 0.01%
269,910
+34,677
748
$8.6M 0.01%
78,138
+1,346
749
$8.59M 0.01%
78,178
+16,798
750
$8.58M 0.01%
1,540
-39
28 29
30
31 32