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
776
$8.05M 0.01%
209,301
+51,450
777
$8.04M 0.01%
592,738
-11,675
778
$8.04M 0.01%
108,946
-992
779
$8.03M 0.01%
227,625
-9,595
780
$8.03M 0.01%
87,227
+2,469
781
$8.01M 0.01%
211,670
+86,259
782
$8M 0.01%
94,840
+24,570
783
$7.99M 0.01%
60,517
+2,288
784
$7.97M 0.01%
97,177
+9,899
785
$7.88M 0.01%
445,485
+41,636
786
$7.87M 0.01%
161,637
-12,811
787
$7.8M 0.01%
26,102
-163
788
$7.74M 0.01%
58,481
-792
789
$7.74M 0.01%
83,454
+9,863
790
$7.73M 0.01%
101,952
-69,753
791
$7.73M 0.01%
124,521
-32,999
792
$7.72M 0.01%
87,638
+4,595
793
$7.72M 0.01%
103,026
-5,418
794
$7.71M 0.01%
53,069
+177
795
$7.7M 0.01%
69,627
+4,046
796
$7.7M 0.01%
49,642
-537
797
$7.69M 0.01%
94,153
+2,795
798
$7.65M 0.01%
209,049
-15,235
799
$7.63M 0.01%
120,728
+2,926
800
$7.63M 0.01%
192,768
+8,364
30 31
32
33 34