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
1501
$2.24M ﹤0.01%
144,132
+5,863
1502
$2.24M ﹤0.01%
36,556
-633
1503
$2.24M ﹤0.01%
+243,278
1504
$2.23M ﹤0.01%
43,153
-5,491
1505
$2.23M ﹤0.01%
233,074
+12,151
1506
$2.23M ﹤0.01%
15,693
+11,608
1507
$2.23M ﹤0.01%
26,971
+7,869
1508
$2.22M ﹤0.01%
+74,929
1509
$2.21M ﹤0.01%
45,913
+23,724
1510
$2.21M ﹤0.01%
56,085
-4,257
1511
$2.2M ﹤0.01%
76,272
-988
1512
$2.2M ﹤0.01%
306,456
+25,986
1513
$2.2M ﹤0.01%
65,888
+8,985
1514
$2.2M ﹤0.01%
112,145
-4,803
1515
$2.2M ﹤0.01%
113,945
+12,384
1516
$2.2M ﹤0.01%
134,058
+1,665
1517
$2.19M ﹤0.01%
38,125
-58,175
1518
$2.19M ﹤0.01%
333,762
+694
1519
$2.19M ﹤0.01%
22,902
-63
1520
$2.18M ﹤0.01%
48,432
-93,947
1521
$2.18M ﹤0.01%
116,209
-1,383
1522
$2.18M ﹤0.01%
32,152
+9,371
1523
$2.17M ﹤0.01%
14,698
-13,754
1524
$2.17M ﹤0.01%
138,692
+15,093
1525
$2.16M ﹤0.01%
34,930
+1,360
59 60
61
62 63