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
1076
$4.57M 0.01%
134,170
-17,925
1077
$4.57M 0.01%
203,668
+111,473
1078
$4.56M 0.01%
216,082
-149,417
1079
$4.56M 0.01%
115,609
-5,574
1080
$4.55M 0.01%
184,146
+72,332
1081
$4.54M 0.01%
88,768
+24,909
1082
$4.54M 0.01%
35,933
+30,635
1083
$4.54M 0.01%
48,035
+24,688
1084
$4.54M 0.01%
275,188
+161,919
1085
$4.53M 0.01%
127,791
+8,995
1086
$4.52M 0.01%
89,152
+35,653
1087
$4.5M 0.01%
121,407
-11,523
1088
$4.49M 0.01%
11,482
-7,284
1089
$4.48M 0.01%
29,407
-381
1090
$4.48M 0.01%
170,255
+87,357
1091
$4.48M 0.01%
35,843
-2,220
1092
$4.47M 0.01%
130,500
+57,422
1093
$4.45M 0.01%
105,679
-996
1094
$4.41M 0.01%
85,319
+9,842
1095
$4.4M 0.01%
40,732
+13,513
1096
$4.4M 0.01%
44,015
+6,276
1097
$4.38M 0.01%
31,635
+2,177
1098
$4.36M 0.01%
370,298
-12,316
1099
$4.36M 0.01%
155,486
-39,488
1100
$4.36M 0.01%
4,478
+293
42 43
44
45 46