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
1101
$4.35M 0.01%
105,768
-50,185
1102
$4.35M 0.01%
29,806
-3,133
1103
$4.33M 0.01%
123,528
+6,542
1104
$4.32M 0.01%
91,209
+19,380
1105
$4.32M 0.01%
48,079
+4,178
1106
$4.29M 0.01%
127,156
+1,952
1107
$4.29M 0.01%
85,245
+12,249
1108
$4.27M 0.01%
255,771
+2,364
1109
$4.27M 0.01%
150,542
+16,876
1110
$4.27M 0.01%
69,815
+8,479
1111
$4.26M 0.01%
+217,791
1112
$4.25M 0.01%
66,687
+330
1113
$4.25M 0.01%
23,744
+598
1114
$4.25M 0.01%
530,836
+23,069
1115
$4.23M 0.01%
141,513
+5,005
1116
$4.22M 0.01%
36,386
-2,864
1117
$4.21M 0.01%
539,512
-5,909
1118
$4.2M 0.01%
194,564
-6,863
1119
$4.19M 0.01%
62,646
-894
1120
$4.19M 0.01%
72,854
-1,917
1121
$4.19M 0.01%
255,833
+26,359
1122
$4.19M 0.01%
130,417
+118
1123
$4.18M 0.01%
97,449
-1,696
1124
$4.18M 0.01%
37,343
+3,556
1125
$4.18M 0.01%
49,335
+1,000
43 44
45
46 47