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
1201
$3.68M 0.01%
124,838
+3,104
1202
$3.67M 0.01%
237,551
+13,234
1203
$3.67M 0.01%
215,929
+45,626
1204
$3.67M 0.01%
48,219
-11,402
1205
$3.67M 0.01%
87,181
+53,551
1206
$3.66M 0.01%
136,069
-36,510
1207
$3.65M 0.01%
+183,635
1208
$3.65M 0.01%
16,831
-5
1209
$3.65M 0.01%
132,110
+5,600
1210
$3.64M 0.01%
303,812
+1,797
1211
$3.63M 0.01%
45,002
+18,260
1212
$3.61M 0.01%
45,784
+31,830
1213
$3.61M 0.01%
67,552
+7,061
1214
$3.6M 0.01%
50,405
+6,478
1215
$3.6M 0.01%
54,924
-9,158
1216
$3.59M 0.01%
35,839
+3,161
1217
$3.58M 0.01%
68,986
-662
1218
$3.57M 0.01%
66,541
+24,173
1219
$3.57M 0.01%
132,540
-37,180
1220
$3.57M 0.01%
17,588
+1,834
1221
$3.56M 0.01%
186,484
+11,509
1222
$3.56M 0.01%
178,539
+9,303
1223
$3.54M 0.01%
38,767
+8,414
1224
$3.53M 0.01%
54,671
+1,266
1225
$3.52M 0.01%
51,958
-2,879
47 48
49
50 51