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
1376
$2.74M ﹤0.01%
149,165
+43,630
1377
$2.74M ﹤0.01%
76,000
+1,000
1378
$2.73M ﹤0.01%
156,427
+146,093
1379
$2.71M ﹤0.01%
76,323
-581
1380
$2.71M ﹤0.01%
174,946
+122,835
1381
$2.7M ﹤0.01%
114,463
+44,232
1382
$2.7M ﹤0.01%
80,970
+11,664
1383
$2.69M ﹤0.01%
+154,672
1384
$2.69M ﹤0.01%
32,682
+27,247
1385
$2.69M ﹤0.01%
65,565
+2,413
1386
$2.69M ﹤0.01%
33,267
+3,815
1387
$2.69M ﹤0.01%
31,575
-367
1388
$2.68M ﹤0.01%
81,828
-29,291
1389
$2.68M ﹤0.01%
58,359
+9,661
1390
$2.68M ﹤0.01%
20,050
-10,669
1391
$2.67M ﹤0.01%
51,870
+2,109
1392
$2.66M ﹤0.01%
49,003
+1,691
1393
$2.66M ﹤0.01%
57,774
+18,504
1394
$2.66M ﹤0.01%
98,074
-22,028
1395
$2.65M ﹤0.01%
43,478
+815
1396
$2.65M ﹤0.01%
13,393
+6,933
1397
$2.64M ﹤0.01%
180,066
-1,623
1398
$2.64M ﹤0.01%
8,791
+5,096
1399
$2.64M ﹤0.01%
202,217
+41,514
1400
$2.64M ﹤0.01%
59,097
-3,308
54 55
56
57 58