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
1001
$5.14M 0.01%
73,957
-72,891
1002
$5.12M 0.01%
110,613
+104,001
1003
$5.09M 0.01%
260,695
+5,048
1004
$5.09M 0.01%
96,218
-1,705
1005
$5.09M 0.01%
183,776
+91,412
1006
$5.09M 0.01%
71,170
-7,696
1007
$5.08M 0.01%
189,042
-3,419
1008
$5.08M 0.01%
4,356
+8
1009
$5.07M 0.01%
177,366
+2,112
1010
$5.06M 0.01%
49,403
+3,725
1011
$5.05M 0.01%
22,919
+698
1012
$5.04M 0.01%
23,174
-1,277
1013
$5.03M 0.01%
81,790
-3,216
1014
$5.03M 0.01%
389,990
-34,959
1015
$5.03M 0.01%
463,598
-514
1016
$5.01M 0.01%
371,009
+16,789
1017
$5M 0.01%
70,143
-2,282
1018
$4.99M 0.01%
22,778
-10,292
1019
$4.98M 0.01%
329,225
+44,098
1020
$4.97M 0.01%
206,585
-7,444
1021
$4.97M 0.01%
198,932
+40,270
1022
$4.96M 0.01%
97,576
+71,522
1023
$4.96M 0.01%
204,925
-388
1024
$4.95M 0.01%
196,428
+721
1025
$4.95M 0.01%
109,963
-17,946
39 40
41
42 43