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
1251
$3.4M ﹤0.01%
53,565
+25,173
1252
$3.39M ﹤0.01%
147,155
+13,017
1253
$3.39M ﹤0.01%
190,800
-13,159
1254
$3.39M ﹤0.01%
41,420
-53
1255
$3.38M ﹤0.01%
32,251
+493
1256
$3.38M ﹤0.01%
139,985
+8,082
1257
$3.37M ﹤0.01%
125,052
+4,729
1258
$3.36M ﹤0.01%
115,572
-28,351
1259
$3.36M ﹤0.01%
15,591
+128
1260
$3.35M ﹤0.01%
91,184
+78,978
1261
$3.34M ﹤0.01%
108,119
-6,883
1262
$3.34M ﹤0.01%
41,210
+12,140
1263
$3.33M ﹤0.01%
75,510
-13,251
1264
$3.33M ﹤0.01%
287,638
+8,465
1265
$3.32M ﹤0.01%
276,510
+24,761
1266
$3.31M ﹤0.01%
122,603
-152,250
1267
$3.31M ﹤0.01%
147,033
-35,736
1268
$3.31M ﹤0.01%
75,027
+52,495
1269
$3.31M ﹤0.01%
183,697
+13,002
1270
$3.3M ﹤0.01%
20,768
+1,010
1271
$3.3M ﹤0.01%
145,461
+6,725
1272
$3.29M ﹤0.01%
173,885
-39,548
1273
$3.28M ﹤0.01%
81,416
+12,715
1274
$3.28M ﹤0.01%
9,955
+3,279
1275
$3.28M ﹤0.01%
44,598
49 50
51
52 53