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
1426
$2.51M ﹤0.01%
93,451
+29,856
1427
$2.5M ﹤0.01%
26,874
+273
1428
$2.5M ﹤0.01%
17,772
+2,007
1429
$2.5M ﹤0.01%
204,598
+11,732
1430
$2.5M ﹤0.01%
37,019
-3,377
1431
$2.49M ﹤0.01%
103,820
+39,872
1432
$2.49M ﹤0.01%
29,583
+8,000
1433
$2.48M ﹤0.01%
29,557
-989
1434
$2.48M ﹤0.01%
1,799
-10
1435
$2.48M ﹤0.01%
33,924
+19,971
1436
$2.47M ﹤0.01%
60,664
+22,747
1437
$2.47M ﹤0.01%
18,289
+15,381
1438
$2.47M ﹤0.01%
43,827
+193
1439
$2.47M ﹤0.01%
50,248
-270
1440
$2.47M ﹤0.01%
90,047
+52,130
1441
$2.46M ﹤0.01%
96,968
-34,195
1442
$2.46M ﹤0.01%
227,747
+26
1443
$2.46M ﹤0.01%
100,229
-28,383
1444
$2.46M ﹤0.01%
42,144
+2,244
1445
$2.45M ﹤0.01%
32,247
-32,431
1446
$2.45M ﹤0.01%
62,324
+5,051
1447
$2.45M ﹤0.01%
221,925
-672,620
1448
$2.44M ﹤0.01%
77,172
-5,986
1449
$2.44M ﹤0.01%
69,355
-40,645
1450
$2.43M ﹤0.01%
131,867
+21,349
56 57
58
59 60