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
1526
$2.16M ﹤0.01%
88,074
-178
1527
$2.14M ﹤0.01%
140,414
-18,308
1528
$2.14M ﹤0.01%
72,169
-4,195
1529
$2.13M ﹤0.01%
43,540
+329
1530
$2.12M ﹤0.01%
47,591
-2,064
1531
$2.11M ﹤0.01%
19,741
+379
1532
$2.11M ﹤0.01%
67,003
+26,816
1533
$2.11M ﹤0.01%
48,253
+11,937
1534
$2.11M ﹤0.01%
24,262
+4,341
1535
$2.11M ﹤0.01%
71,624
+46,157
1536
$2.1M ﹤0.01%
39,280
+9,784
1537
$2.1M ﹤0.01%
111,152
+16,250
1538
$2.09M ﹤0.01%
173,880
+9,514
1539
$2.09M ﹤0.01%
112,910
-17,478
1540
$2.09M ﹤0.01%
28,994
-29,500
1541
$2.08M ﹤0.01%
333,494
+17,770
1542
$2.08M ﹤0.01%
67,700
+7,246
1543
$2.07M ﹤0.01%
270,421
-50,032
1544
$2.07M ﹤0.01%
83,279
+1,589
1545
$2.07M ﹤0.01%
83,440
+36,268
1546
$2.07M ﹤0.01%
480,301
-18,613
1547
$2.06M ﹤0.01%
165,589
-15,779
1548
$2.06M ﹤0.01%
146,942
-210
1549
$2.05M ﹤0.01%
96,312
+836
1550
$2.05M ﹤0.01%
115,028
-684
60 61
62
63 64