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
1451
$2.43M ﹤0.01%
91,727
+21,536
1452
$2.43M ﹤0.01%
31,100
-32,193
1453
$2.42M ﹤0.01%
113,087
+170
1454
$2.41M ﹤0.01%
35,692
-2,003
1455
$2.41M ﹤0.01%
16,935
-8
1456
$2.41M ﹤0.01%
128,735
-13,014
1457
$2.41M ﹤0.01%
95,261
+15,584
1458
$2.4M ﹤0.01%
199,148
+10,391
1459
$2.4M ﹤0.01%
38,842
-3,126
1460
$2.39M ﹤0.01%
44,254
+5,327
1461
$2.39M ﹤0.01%
23,901
-1,366
1462
$2.39M ﹤0.01%
54,715
-13,939
1463
$2.38M ﹤0.01%
14,409
+24
1464
$2.38M ﹤0.01%
84,447
+20,026
1465
$2.38M ﹤0.01%
179,520
+3,755
1466
$2.37M ﹤0.01%
16,723
+7,246
1467
$2.37M ﹤0.01%
33,992
+12,164
1468
$2.37M ﹤0.01%
69,295
+5,787
1469
$2.37M ﹤0.01%
143,959
+8,458
1470
$2.36M ﹤0.01%
63,269
+2,615
1471
$2.35M ﹤0.01%
336,070
+149,677
1472
$2.35M ﹤0.01%
48,842
+9,425
1473
$2.35M ﹤0.01%
+50,454
1474
$2.35M ﹤0.01%
90,665
-7,930
1475
$2.35M ﹤0.01%
94,238
-1,756
57 58
59
60 61