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
976
$5.37M 0.01%
38,170
+18,036
977
$5.37M 0.01%
102,734
+3,795
978
$5.35M 0.01%
31,648
+3,985
979
$5.35M 0.01%
66,396
-8,773
980
$5.35M 0.01%
98,376
+3,268
981
$5.34M 0.01%
101,331
+935
982
$5.32M 0.01%
258,011
+2,562
983
$5.32M 0.01%
164,290
+7,905
984
$5.32M 0.01%
211,454
+78,773
985
$5.29M 0.01%
475,522
+154
986
$5.28M 0.01%
65,566
+3,687
987
$5.28M 0.01%
139,731
+38,854
988
$5.25M 0.01%
516,782
+8,581
989
$5.23M 0.01%
102,532
+15,259
990
$5.21M 0.01%
137,014
+16,294
991
$5.2M 0.01%
279,364
-28,499
992
$5.19M 0.01%
97,297
+2,298
993
$5.19M 0.01%
167,294
+150,703
994
$5.19M 0.01%
196,188
-3,066
995
$5.17M 0.01%
260,283
-5,238
996
$5.17M 0.01%
181,432
-19,607
997
$5.16M 0.01%
175,945
-1,352
998
$5.16M 0.01%
58,262
-10,416
999
$5.15M 0.01%
292,265
-10,290
1000
$5.15M 0.01%
334,918
+75,783
38 39
40
41 42