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
1126
$4.16M 0.01%
55,236
-1,396
1127
$4.13M 0.01%
53,107
+7,024
1128
$4.12M 0.01%
+63,594
1129
$4.12M 0.01%
74,696
+3,636
1130
$4.11M 0.01%
100,390
+339
1131
$4.11M 0.01%
33,401
+1,753
1132
$4.11M 0.01%
184,819
+77,497
1133
$4.11M 0.01%
69,933
-4,630
1134
$4.1M 0.01%
475,091
+462
1135
$4.1M 0.01%
30,739
+1,387
1136
$4.08M 0.01%
127,956
+1,125
1137
$4.06M 0.01%
53,616
+1,468
1138
$4.05M 0.01%
352,720
-1,648
1139
$4.05M 0.01%
35,665
-92
1140
$4.05M 0.01%
89,528
-3,006
1141
$4.05M 0.01%
142,473
+93,663
1142
$4.04M 0.01%
26,148
-10,140
1143
$4.03M 0.01%
156,320
+8,634
1144
$4.03M 0.01%
64,353
-4,604
1145
$4.02M 0.01%
102,666
+8,140
1146
$4.02M 0.01%
83,886
-8,458
1147
$4.01M 0.01%
157,664
-3,422
1148
$4M 0.01%
81,453
+26,402
1149
$4M 0.01%
62,262
+1,410
1150
$3.99M 0.01%
207,929
+9,717
44 45
46
47 48