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
876
$6.52M 0.01%
91,468
+7,940
877
$6.51M 0.01%
69,768
+1,299
878
$6.5M 0.01%
43,046
+2,878
879
$6.47M 0.01%
274,596
-30,720
880
$6.46M 0.01%
26,566
+5
881
$6.46M 0.01%
123,616
+33,100
882
$6.46M 0.01%
34,513
+19,490
883
$6.45M 0.01%
113,031
+7,810
884
$6.43M 0.01%
64,177
+10,879
885
$6.41M 0.01%
207,978
+42,265
886
$6.41M 0.01%
184,271
+2,959
887
$6.38M 0.01%
48,331
-4,842
888
$6.37M 0.01%
124,732
-7,059
889
$6.32M 0.01%
142,820
-14,777
890
$6.32M 0.01%
168,873
+136,620
891
$6.3M 0.01%
47,872
+592
892
$6.3M 0.01%
57,491
-10,977
893
$6.3M 0.01%
119,873
+7,781
894
$6.27M 0.01%
51,577
+2,954
895
$6.27M 0.01%
711,386
+32,324
896
$6.26M 0.01%
127,566
+72,693
897
$6.23M 0.01%
104,049
+1,721
898
$6.21M 0.01%
199,223
+78,245
899
$6.21M 0.01%
575,506
+54,372
900
$6.17M 0.01%
111,935
-97,548
34 35
36
37 38