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
1401
$2.64M ﹤0.01%
132,592
+13,365
1402
$2.62M ﹤0.01%
11,354
+699
1403
$2.62M ﹤0.01%
39,356
-5,991
1404
$2.62M ﹤0.01%
32,963
+2,586
1405
$2.61M ﹤0.01%
65,455
+20,258
1406
$2.61M ﹤0.01%
59,733
+3,702
1407
$2.59M ﹤0.01%
4,132
+1,428
1408
$2.59M ﹤0.01%
205,362
+86,053
1409
$2.58M ﹤0.01%
166,063
-6,179
1410
$2.58M ﹤0.01%
47,633
+733
1411
$2.57M ﹤0.01%
111,947
-989
1412
$2.57M ﹤0.01%
38,287
+3,127
1413
$2.56M ﹤0.01%
501,572
+1,470
1414
$2.56M ﹤0.01%
123,004
+14,229
1415
$2.55M ﹤0.01%
39,051
+3,784
1416
$2.55M ﹤0.01%
19,947
+1,307
1417
$2.54M ﹤0.01%
35,084
-1,786
1418
$2.53M ﹤0.01%
114,257
-13,577
1419
$2.53M ﹤0.01%
215,954
+10,581
1420
$2.53M ﹤0.01%
55,897
+4,464
1421
$2.53M ﹤0.01%
32,958
-1,445
1422
$2.52M ﹤0.01%
174,504
+53,153
1423
$2.51M ﹤0.01%
301,499
+39,517
1424
$2.51M ﹤0.01%
12,372
-83
1425
$2.51M ﹤0.01%
267,402
+10,363
55 56
57
58 59