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
1276
$3.28M ﹤0.01%
265,113
+96,461
1277
$3.27M ﹤0.01%
56,458
+6,759
1278
$3.27M ﹤0.01%
73,814
+314
1279
$3.26M ﹤0.01%
156,079
+33,237
1280
$3.25M ﹤0.01%
96,377
+1,569
1281
$3.24M ﹤0.01%
49,299
-906
1282
$3.24M ﹤0.01%
49,022
+21,835
1283
$3.23M ﹤0.01%
404,067
+18,855
1284
$3.23M ﹤0.01%
62,144
+7,104
1285
$3.22M ﹤0.01%
351,955
-30,130
1286
$3.2M ﹤0.01%
94,100
+4,231
1287
$3.2M ﹤0.01%
40,112
+1,777
1288
$3.19M ﹤0.01%
163,147
+2,943
1289
$3.18M ﹤0.01%
146,262
-9,012
1290
$3.18M ﹤0.01%
38,307
+17,986
1291
$3.18M ﹤0.01%
52,127
+3,968
1292
$3.18M ﹤0.01%
35,575
-12,022
1293
$3.17M ﹤0.01%
29,336
+7,459
1294
$3.16M ﹤0.01%
36,659
+15,914
1295
$3.16M ﹤0.01%
241,289
-1,621
1296
$3.16M ﹤0.01%
70,798
-1,459
1297
$3.15M ﹤0.01%
128,279
+6,233
1298
$3.15M ﹤0.01%
+102,483
1299
$3.15M ﹤0.01%
319,924
-1,428
1300
$3.15M ﹤0.01%
463,376
+40,893
50 51
52
53 54