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
1301
$3.14M ﹤0.01%
29,784
-51,694
1302
$3.14M ﹤0.01%
13,846
-340
1303
$3.1M ﹤0.01%
359,816
+1,077
1304
$3.1M ﹤0.01%
238,644
+22,785
1305
$3.09M ﹤0.01%
66,952
+6,421
1306
$3.09M ﹤0.01%
71,675
-33,547
1307
$3.08M ﹤0.01%
169,223
+5,162
1308
$3.08M ﹤0.01%
64,549
+488
1309
$3.07M ﹤0.01%
80,023
+5,021
1310
$3.05M ﹤0.01%
60,093
+12,720
1311
$3.05M ﹤0.01%
44,661
-17,895
1312
$3.03M ﹤0.01%
21,617
+4,106
1313
$3.02M ﹤0.01%
124,863
-2,706
1314
$3.01M ﹤0.01%
72,384
+16,685
1315
$3.01M ﹤0.01%
50,098
-3,185
1316
$3M ﹤0.01%
+51,234
1317
$3M ﹤0.01%
80,133
+394
1318
$2.99M ﹤0.01%
55,434
+7,926
1319
$2.99M ﹤0.01%
56,126
-333
1320
$2.98M ﹤0.01%
29,503
+2,100
1321
$2.98M ﹤0.01%
54,220
+216
1322
$2.96M ﹤0.01%
301,874
+11,971
1323
$2.96M ﹤0.01%
63,858
-1,467
1324
$2.96M ﹤0.01%
119,419
+37,191
1325
$2.96M ﹤0.01%
10,671
+2,247
51 52
53
54 55