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
751
$8.51M 0.01%
100,873
+1,401
752
$8.51M 0.01%
326,554
-121,476
753
$8.51M 0.01%
108,405
-13,940
754
$8.49M 0.01%
26,058
-191
755
$8.46M 0.01%
41,084
-261
756
$8.45M 0.01%
224,386
+4,470
757
$8.45M 0.01%
80,698
-1,489
758
$8.41M 0.01%
321,548
+4,910
759
$8.4M 0.01%
306,492
-28,828
760
$8.4M 0.01%
104,354
+4,983
761
$8.36M 0.01%
136,982
+1,719
762
$8.33M 0.01%
63,528
+2,538
763
$8.32M 0.01%
182,845
+772
764
$8.31M 0.01%
310,016
-44,176
765
$8.27M 0.01%
39,622
+6,954
766
$8.26M 0.01%
60,264
-19,304
767
$8.25M 0.01%
254,203
+20,507
768
$8.21M 0.01%
176,747
+29,384
769
$8.2M 0.01%
43,913
-325
770
$8.16M 0.01%
26,672
-2,655
771
$8.14M 0.01%
165,371
-66,106
772
$8.14M 0.01%
74,607
-12,554
773
$8.11M 0.01%
82,979
-4,380
774
$8.11M 0.01%
60,634
+5,420
775
$8.06M 0.01%
153,795
-41,381
29 30
31
32 33