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
901
$6.17M 0.01%
145,438
+44,093
902
$6.16M 0.01%
39,710
+1,130
903
$6.13M 0.01%
95,654
-49,017
904
$6.13M 0.01%
52,446
-3,575
905
$6.1M 0.01%
374,705
+38,853
906
$6.09M 0.01%
161,655
-98,027
907
$6.09M 0.01%
52,158
+524
908
$6.05M 0.01%
531,897
-6,396
909
$6.04M 0.01%
22,571
-1,770
910
$6.03M 0.01%
49,710
+228
911
$6.03M 0.01%
138,159
-3,022
912
$6.02M 0.01%
34,145
-222
913
$6.01M 0.01%
68,699
+12,504
914
$6M 0.01%
40,924
+299
915
$5.99M 0.01%
42,956
+27,884
916
$5.97M 0.01%
210,690
-2,462
917
$5.97M 0.01%
103,361
+12,920
918
$5.95M 0.01%
62,341
+10,096
919
$5.94M 0.01%
46,579
+7,552
920
$5.91M 0.01%
43,721
+11,772
921
$5.9M 0.01%
51,817
-5,962
922
$5.88M 0.01%
248,411
+89,403
923
$5.88M 0.01%
93,572
+2,501
924
$5.86M 0.01%
255,273
+177,353
925
$5.85M 0.01%
217,165
+1,251
35 36
37
38 39