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
1051
$4.72M 0.01%
33,170
-1,299
1052
$4.69M 0.01%
146,666
+31,715
1053
$4.68M 0.01%
101,022
+20,783
1054
$4.68M 0.01%
263,289
+74,198
1055
$4.67M 0.01%
87,283
+19,318
1056
$4.67M 0.01%
19,822
-19,856
1057
$4.66M 0.01%
159,750
-78,170
1058
$4.66M 0.01%
94,445
+1,202
1059
$4.65M 0.01%
354,683
+9,091
1060
$4.65M 0.01%
273,443
-29,716
1061
$4.65M 0.01%
404,746
+5,761
1062
$4.65M 0.01%
39,737
+13,067
1063
$4.64M 0.01%
35,083
-5,379
1064
$4.63M 0.01%
93,061
+1,501
1065
$4.63M 0.01%
181,673
+45,341
1066
$4.62M 0.01%
53,498
-5,093
1067
$4.61M 0.01%
107,036
+7,052
1068
$4.6M 0.01%
96,228
+36,012
1069
$4.6M 0.01%
69,236
+353
1070
$4.6M 0.01%
121,723
-4,157
1071
$4.59M 0.01%
46,168
+29,268
1072
$4.59M 0.01%
187,923
-2,001
1073
$4.58M 0.01%
+179,554
1074
$4.58M 0.01%
55,783
+16,001
1075
$4.58M 0.01%
+179,762
41 42
43
44 45