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
851
$6.75M 0.01%
147,026
-26,949
852
$6.73M 0.01%
115,662
-2,775
853
$6.71M 0.01%
93,333
+1,649
854
$6.68M 0.01%
50,404
+4,459
855
$6.68M 0.01%
40,721
+461
856
$6.67M 0.01%
72,478
+16,623
857
$6.65M 0.01%
120,307
+21,356
858
$6.64M 0.01%
72,054
-13,291
859
$6.63M 0.01%
112,038
+381
860
$6.63M 0.01%
31,663
+5,894
861
$6.63M 0.01%
74,676
-6,777
862
$6.63M 0.01%
771,674
-8,584
863
$6.62M 0.01%
356,860
-326,618
864
$6.62M 0.01%
146,768
-4,135
865
$6.58M 0.01%
207,996
-13,363
866
$6.57M 0.01%
571,645
+508,339
867
$6.57M 0.01%
95,058
+3,195
868
$6.57M 0.01%
75,337
-3,854
869
$6.57M 0.01%
144,186
+2,367
870
$6.56M 0.01%
129,225
-2,850
871
$6.56M 0.01%
798,291
+95,760
872
$6.56M 0.01%
105,536
+4,122
873
$6.55M 0.01%
127,176
+9,177
874
$6.54M 0.01%
95,513
+7,468
875
$6.53M 0.01%
162,884
+20,481
33 34
35
36 37