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
951
$5.64M 0.01%
44,972
+11,479
952
$5.61M 0.01%
31,505
+7,181
953
$5.59M 0.01%
46,820
+3,341
954
$5.57M 0.01%
152,511
+15,970
955
$5.56M 0.01%
140,649
+44,493
956
$5.55M 0.01%
198,670
-4,701
957
$5.55M 0.01%
76,397
-51,637
958
$5.55M 0.01%
171,002
+276
959
$5.53M 0.01%
218,833
-51,548
960
$5.53M 0.01%
55,913
+1,099
961
$5.51M 0.01%
99,267
+23,283
962
$5.49M 0.01%
169,057
+92,955
963
$5.49M 0.01%
123,484
-3,469
964
$5.49M 0.01%
150,259
+6,366
965
$5.48M 0.01%
114,767
+2,909
966
$5.48M 0.01%
241,215
-19,423
967
$5.47M 0.01%
187,254
+12,717
968
$5.47M 0.01%
112,878
+86,580
969
$5.44M 0.01%
23,620
-1,303
970
$5.44M 0.01%
261,425
+5,345
971
$5.43M 0.01%
23,381
+3,116
972
$5.43M 0.01%
403,600
-14,778
973
$5.42M 0.01%
63,218
-105,746
974
$5.4M 0.01%
174,000
-21,470
975
$5.4M 0.01%
342,132
+47,468
37 38
39
40 41