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
101
$160M 0.23%
629,266
+6,356
102
$160M 0.23%
2,005,678
-413,146
103
$158M 0.23%
354,685
-17,373
104
$158M 0.23%
633,354
+87,577
105
$157M 0.23%
4,552,910
-213,260
106
$157M 0.23%
1,267,240
+284,548
107
$157M 0.22%
806,895
+77,496
108
$156M 0.22%
1,608,796
+21,861
109
$156M 0.22%
5,449,778
-549,076
110
$156M 0.22%
5,690,522
+42,600
111
$153M 0.22%
717,888
+78,021
112
$152M 0.22%
773,180
+178,335
113
$148M 0.21%
430,319
-10,657
114
$147M 0.21%
3,668,215
+137,645
115
$147M 0.21%
2,057,594
+286,697
116
$146M 0.21%
2,476,461
+143,902
117
$146M 0.21%
635,757
-17,678
118
$143M 0.2%
1,263,749
+150,346
119
$142M 0.2%
1,349,431
+147,461
120
$141M 0.2%
2,825,005
+35,135
121
$139M 0.2%
1,679,788
-193,768
122
$138M 0.2%
5,464,976
+401,714
123
$137M 0.2%
683,865
+4,489
124
$135M 0.19%
4,209,031
+3,957,881
125
$135M 0.19%
921,820
-36,359
3 4
5
6 7