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
801
$7.62M 0.01%
373,703
-17,992
802
$7.6M 0.01%
235,864
+41,256
803
$7.58M 0.01%
51,808
+2,847
804
$7.56M 0.01%
54,459
+16,282
805
$7.5M 0.01%
921,708
-94,849
806
$7.49M 0.01%
147,095
-1,162
807
$7.49M 0.01%
112,710
-2,082
808
$7.48M 0.01%
172,990
+37,738
809
$7.47M 0.01%
177,087
-460,924
810
$7.47M 0.01%
132,740
+13,564
811
$7.44M 0.01%
55,134
-5,285
812
$7.43M 0.01%
322,141
+58,127
813
$7.41M 0.01%
153,395
+413
814
$7.41M 0.01%
77,567
+2,779
815
$7.35M 0.01%
220,350
+24,180
816
$7.34M 0.01%
353,342
+22,771
817
$7.3M 0.01%
81,129
+1,203
818
$7.28M 0.01%
56,156
-10,405
819
$7.27M 0.01%
223,385
+517
820
$7.25M 0.01%
172,521
+30,705
821
$7.24M 0.01%
145,613
-3,554
822
$7.23M 0.01%
370,507
+2,374
823
$7.21M 0.01%
147,738
+19,317
824
$7.21M 0.01%
131,930
+26,837
825
$7.18M 0.01%
286,787
-113,627
31 32
33
34 35