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
76
$229M 0.33%
1,712,698
+295,933
77
$223M 0.32%
999,951
-24,016
78
$223M 0.32%
612,462
-76,966
79
$220M 0.32%
2,245,255
+22,675
80
$219M 0.31%
4,698,671
+304,920
81
$213M 0.3%
2,588,175
-517,109
82
$208M 0.3%
842,864
+24,837
83
$198M 0.28%
1,890,921
+458,871
84
$197M 0.28%
4,038,333
+631,528
85
$190M 0.27%
977,249
+3,876
86
$186M 0.27%
1,997,406
+9,817
87
$185M 0.27%
4,576,834
+72,240
88
$184M 0.26%
1,834,561
+161,645
89
$178M 0.26%
1,785,724
-238,066
90
$174M 0.25%
1,259,602
-53,050
91
$173M 0.25%
816,814
+121,905
92
$173M 0.25%
1,469,678
+41,232
93
$173M 0.25%
1,707,139
-42,662
94
$173M 0.25%
910,877
-5,912
95
$173M 0.25%
4,200,332
+13,216
96
$170M 0.24%
925,352
+27,060
97
$169M 0.24%
362,943
+67,671
98
$167M 0.24%
1,340,197
+24,424
99
$165M 0.24%
3,257,581
+231,824
100
$161M 0.23%
1,390,368
-27,000
2 3
4
5 6