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
1026
$4.93M 0.01%
583,307
-59,122
1027
$4.93M 0.01%
86,802
-11,475
1028
$4.9M 0.01%
165,389
-5,218
1029
$4.88M 0.01%
24,085
-4,018
1030
$4.88M 0.01%
85,994
+17,622
1031
$4.85M 0.01%
49,575
+6,704
1032
$4.85M 0.01%
137,355
+130,729
1033
$4.85M 0.01%
49,563
+2,801
1034
$4.85M 0.01%
37,706
-634
1035
$4.84M 0.01%
194,259
+69,664
1036
$4.84M 0.01%
132,428
+4,999
1037
$4.84M 0.01%
74,120
-5,685
1038
$4.81M 0.01%
74,100
-3,248
1039
$4.8M 0.01%
126,160
-4,734
1040
$4.8M 0.01%
75,583
+1,085
1041
$4.8M 0.01%
227,914
-4,151
1042
$4.8M 0.01%
286,283
+59,681
1043
$4.76M 0.01%
373,760
-64,693
1044
$4.75M 0.01%
259,401
-76,174
1045
$4.75M 0.01%
118,085
-10,053
1046
$4.75M 0.01%
21,122
+3,563
1047
$4.74M 0.01%
132,088
-37,689
1048
$4.74M 0.01%
55,923
+8,083
1049
$4.73M 0.01%
92,323
-1,146
1050
$4.73M 0.01%
49,802
+7,856
40 41
42
43 44