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
1176
$3.82M 0.01%
288,571
+241,452
1177
$3.81M 0.01%
168,489
+8,043
1178
$3.81M 0.01%
34,818
+2,720
1179
$3.8M 0.01%
39,031
-4,609
1180
$3.79M 0.01%
38,240
-21,609
1181
$3.78M 0.01%
60,985
-1,973
1182
$3.77M 0.01%
30,054
+574
1183
$3.77M 0.01%
214,947
+33,154
1184
$3.77M 0.01%
435,907
+246,613
1185
$3.77M 0.01%
79,053
+45,063
1186
$3.77M 0.01%
94,521
-8,426
1187
$3.76M 0.01%
257,443
+6,087
1188
$3.75M 0.01%
47,920
+16,103
1189
$3.75M 0.01%
82,275
+71,782
1190
$3.74M 0.01%
126,788
+111,650
1191
$3.73M 0.01%
51,209
+3,586
1192
$3.73M 0.01%
94,802
+14,650
1193
$3.72M 0.01%
11,664
-350
1194
$3.72M 0.01%
68,055
-1,705
1195
$3.72M 0.01%
21,220
+12,328
1196
$3.71M 0.01%
440,795
+196,585
1197
$3.71M 0.01%
17,534
+99
1198
$3.7M 0.01%
26,027
+2,697
1199
$3.69M 0.01%
24,943
-1,730
1200
$3.68M 0.01%
28,219
-8,401
46 47
48
49 50