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
1351
$2.83M ﹤0.01%
39,191
+23,470
1352
$2.83M ﹤0.01%
31,075
-263,493
1353
$2.83M ﹤0.01%
222,993
+67,346
1354
$2.82M ﹤0.01%
75,058
+526
1355
$2.81M ﹤0.01%
89,275
+30,667
1356
$2.8M ﹤0.01%
77,817
+19,141
1357
$2.8M ﹤0.01%
98,545
+3,741
1358
$2.8M ﹤0.01%
62,117
+7,592
1359
$2.8M ﹤0.01%
118,455
+60,772
1360
$2.8M ﹤0.01%
123,811
+97,547
1361
$2.8M ﹤0.01%
55,936
+3,529
1362
$2.78M ﹤0.01%
13,379
+1,724
1363
$2.78M ﹤0.01%
29,087
+12,141
1364
$2.78M ﹤0.01%
90,943
+8,389
1365
$2.78M ﹤0.01%
3,955
+1,123
1366
$2.78M ﹤0.01%
381,256
+171,724
1367
$2.77M ﹤0.01%
+104,268
1368
$2.77M ﹤0.01%
79,310
+44,774
1369
$2.77M ﹤0.01%
47,181
+13,152
1370
$2.77M ﹤0.01%
13,809
-6,831
1371
$2.76M ﹤0.01%
119,511
+330
1372
$2.75M ﹤0.01%
196,593
+4,454
1373
$2.75M ﹤0.01%
36,243
+1,451
1374
$2.75M ﹤0.01%
48,871
+1,075
1375
$2.74M ﹤0.01%
66,403
-5,354
53 54
55
56 57