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
126
$132M 0.19%
1,744,562
-203,230
127
$131M 0.19%
868,706
+67,275
128
$130M 0.19%
1,880,763
-90,312
129
$130M 0.19%
845,224
+29,293
130
$130M 0.19%
615,870
+3,626
131
$129M 0.18%
312,189
-6,146
132
$128M 0.18%
2,465,318
-389,254
133
$127M 0.18%
1,681,911
-178,430
134
$126M 0.18%
3,307,995
+14,555
135
$124M 0.18%
321,972
+3,690
136
$123M 0.18%
917,520
+38,800
137
$123M 0.18%
2,433,140
-582,029
138
$121M 0.17%
3,551,285
+120,568
139
$116M 0.17%
3,224,830
+478,125
140
$115M 0.17%
3,860,100
+640,932
141
$114M 0.16%
400,767
+2,868
142
$113M 0.16%
1,292,248
-3,430
143
$112M 0.16%
164,344
+3,873
144
$111M 0.16%
5,781,329
+18,863
145
$111M 0.16%
562,649
+20,116
146
$109M 0.16%
4,487,636
+468,536
147
$108M 0.16%
916,980
+21,379
148
$107M 0.15%
1,626,018
+10,082
149
$103M 0.15%
154,122
-12,661
150
$103M 0.15%
1,422,224
+40,841
4 5
6
7 8