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
1226
$3.52M 0.01%
79,144
+15,608
1227
$3.51M 0.01%
604,807
+126,975
1228
$3.51M 0.01%
100,368
+103
1229
$3.5M 0.01%
143,864
+12,540
1230
$3.5M 0.01%
214,768
+2,751
1231
$3.5M 0.01%
89,327
-1,415
1232
$3.5M 0.01%
139,895
+41,839
1233
$3.5M 0.01%
177,523
+19,009
1234
$3.49M 0.01%
19,030
+5,045
1235
$3.49M 0.01%
116,533
-61,423
1236
$3.49M 0.01%
42,965
-1,535
1237
$3.48M 0.01%
118,520
-105
1238
$3.48M 0.01%
428,110
+10,273
1239
$3.47M 0.01%
105,268
+2,796
1240
$3.47M 0.01%
44,759
-2,050
1241
$3.47M 0.01%
7,250
+699
1242
$3.47M 0.01%
79,000
-20,649
1243
$3.47M 0.01%
31,707
+1,969
1244
$3.47M 0.01%
111,596
+5,851
1245
$3.46M 0.01%
231,591
+6,483
1246
$3.44M ﹤0.01%
38,585
-11,089
1247
$3.43M ﹤0.01%
9,602
-581
1248
$3.43M ﹤0.01%
297,656
+43,356
1249
$3.41M ﹤0.01%
71,755
+4,064
1250
$3.41M ﹤0.01%
100,191
+18,774
48 49
50
51 52