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
1476
$2.34M ﹤0.01%
293,366
+107,105
1477
$2.33M ﹤0.01%
25,207
-13,545
1478
$2.33M ﹤0.01%
72,939
+8,012
1479
$2.33M ﹤0.01%
37,780
+2,188
1480
$2.33M ﹤0.01%
6,250
+168
1481
$2.33M ﹤0.01%
152,762
+7,009
1482
$2.32M ﹤0.01%
96,518
-555
1483
$2.32M ﹤0.01%
33,895
-2,182
1484
$2.31M ﹤0.01%
628,850
-7,131
1485
$2.31M ﹤0.01%
18,856
-1,479
1486
$2.31M ﹤0.01%
18,897
-440
1487
$2.3M ﹤0.01%
220,952
+102,927
1488
$2.3M ﹤0.01%
97,037
-22,972
1489
$2.3M ﹤0.01%
47,956
-316,072
1490
$2.3M ﹤0.01%
120,805
-679
1491
$2.28M ﹤0.01%
53,997
+7,508
1492
$2.27M ﹤0.01%
90,543
-1,904
1493
$2.27M ﹤0.01%
29,643
+3,537
1494
$2.27M ﹤0.01%
41,018
-3,368
1495
$2.27M ﹤0.01%
54,283
+7,325
1496
$2.27M ﹤0.01%
59,496
+39,009
1497
$2.26M ﹤0.01%
27,614
+2,649
1498
$2.26M ﹤0.01%
16,764
+595
1499
$2.25M ﹤0.01%
+50,408
1500
$2.25M ﹤0.01%
72,304
+1,441
58 59
60
61 62