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
1551
$2.05M ﹤0.01%
59,952
-10,270
1552
$2.05M ﹤0.01%
21,739
+1,951
1553
$2.05M ﹤0.01%
117,155
+2,232
1554
$2.04M ﹤0.01%
44,237
+29,748
1555
$2.04M ﹤0.01%
114,373
+26,191
1556
$2.04M ﹤0.01%
24,829
+3,784
1557
$2.04M ﹤0.01%
10,985
+348
1558
$2.03M ﹤0.01%
32,618
+2,776
1559
$2.03M ﹤0.01%
76,663
+5,779
1560
$2.03M ﹤0.01%
64,930
-3,252
1561
$2.02M ﹤0.01%
72,813
+3,220
1562
$2.02M ﹤0.01%
80,982
+3,268
1563
$2.02M ﹤0.01%
66,620
+1,623
1564
$2.02M ﹤0.01%
28,976
-9,833
1565
$2.01M ﹤0.01%
34,576
-3,752
1566
$2M ﹤0.01%
63,881
+7,506
1567
$2M ﹤0.01%
19,483
+1,465
1568
$1.99M ﹤0.01%
41,588
-43,231
1569
$1.99M ﹤0.01%
+79,905
1570
$1.99M ﹤0.01%
31,167
+5,542
1571
$1.99M ﹤0.01%
40,140
+6,042
1572
$1.98M ﹤0.01%
14,751
+9,429
1573
$1.98M ﹤0.01%
133,337
+18,243
1574
$1.97M ﹤0.01%
32,400
-4,972
1575
$1.97M ﹤0.01%
50,764
+31,513
61 62
63
64 65