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
926
$5.85M 0.01%
193,020
+13,316
927
$5.85M 0.01%
95,257
-9,322
928
$5.84M 0.01%
87,015
-9,952
929
$5.83M 0.01%
107,918
-16,704
930
$5.82M 0.01%
47,886
-47,108
931
$5.81M 0.01%
195,816
-95,446
932
$5.79M 0.01%
90,105
+230
933
$5.79M 0.01%
130,200
+766
934
$5.79M 0.01%
81,394
-9,883
935
$5.79M 0.01%
66,078
+16,694
936
$5.79M 0.01%
234,021
-10,116
937
$5.78M 0.01%
28,262
-431
938
$5.76M 0.01%
93,102
-2,426
939
$5.73M 0.01%
175,018
-79,257
940
$5.73M 0.01%
58,893
-501
941
$5.72M 0.01%
206,232
+16,406
942
$5.72M 0.01%
134,956
+11,595
943
$5.71M 0.01%
27,305
+1,646
944
$5.7M 0.01%
46,878
-1,182
945
$5.69M 0.01%
74,950
-8,164
946
$5.69M 0.01%
82,796
-3,220
947
$5.68M 0.01%
116,059
+3,234
948
$5.66M 0.01%
4,832
-79
949
$5.65M 0.01%
63,443
+8,828
950
$5.64M 0.01%
254,435
-741,352
36 37
38
39 40