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
1326
$2.96M ﹤0.01%
154,188
-7,929
1327
$2.95M ﹤0.01%
948,082
-65,230
1328
$2.95M ﹤0.01%
218,744
+50,637
1329
$2.95M ﹤0.01%
24,942
+3,451
1330
$2.95M ﹤0.01%
45,936
-2,225
1331
$2.95M ﹤0.01%
30,914
+511
1332
$2.94M ﹤0.01%
94,785
+4,767
1333
$2.94M ﹤0.01%
29,165
+4,594
1334
$2.91M ﹤0.01%
244,101
+57,458
1335
$2.91M ﹤0.01%
655,849
+598,236
1336
$2.91M ﹤0.01%
11,321
-845
1337
$2.9M ﹤0.01%
136,101
+43,282
1338
$2.9M ﹤0.01%
304,336
-677,282
1339
$2.9M ﹤0.01%
243,461
+92,401
1340
$2.9M ﹤0.01%
89,563
+16,089
1341
$2.89M ﹤0.01%
185,203
+18,765
1342
$2.89M ﹤0.01%
48,374
+34,559
1343
$2.88M ﹤0.01%
89,808
+4,144
1344
$2.88M ﹤0.01%
248,589
+92,199
1345
$2.87M ﹤0.01%
65,560
+1,330
1346
$2.87M ﹤0.01%
204,968
-7,843
1347
$2.87M ﹤0.01%
38,998
+2,808
1348
$2.86M ﹤0.01%
42,631
+1,775
1349
$2.86M ﹤0.01%
93,085
-36,071
1350
$2.86M ﹤0.01%
38,502
+2,866
52 53
54
55 56