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
1151
$3.99M 0.01%
61,919
-825
1152
$3.97M 0.01%
29,714
+622
1153
$3.97M 0.01%
72,504
-422
1154
$3.96M 0.01%
176,534
-2,875
1155
$3.95M 0.01%
47,370
+2,581
1156
$3.95M 0.01%
199,692
-5,825
1157
$3.94M 0.01%
253,969
-173,145
1158
$3.93M 0.01%
14,667
-1,051
1159
$3.92M 0.01%
186,960
+4,006
1160
$3.91M 0.01%
50,508
+2,674
1161
$3.91M 0.01%
487,169
-83,619
1162
$3.9M 0.01%
147,014
+30,107
1163
$3.9M 0.01%
77,981
-500,783
1164
$3.89M 0.01%
29,005
+12,858
1165
$3.89M 0.01%
22,539
-14,110
1166
$3.89M 0.01%
91,813
+28,086
1167
$3.88M 0.01%
16,944
+3,313
1168
$3.88M 0.01%
332,107
-47,378
1169
$3.86M 0.01%
290,314
+85,678
1170
$3.86M 0.01%
352,046
+27,463
1171
$3.86M 0.01%
67,118
+3,215
1172
$3.85M 0.01%
73,991
-6,120
1173
$3.84M 0.01%
76,897
-7,084
1174
$3.84M 0.01%
97,002
+7,925
1175
$3.83M 0.01%
46,037
+1,488
45 46
47
48 49