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
1576
$1.96M ﹤0.01%
73,310
+33,369
1577
$1.96M ﹤0.01%
+42,176
1578
$1.96M ﹤0.01%
108,918
-78,580
1579
$1.96M ﹤0.01%
65,177
-3,024
1580
$1.96M ﹤0.01%
57,903
-42,048
1581
$1.96M ﹤0.01%
45,304
-47
1582
$1.95M ﹤0.01%
156,922
-6,654
1583
$1.95M ﹤0.01%
38,716
+3,780
1584
$1.95M ﹤0.01%
37,828
-72,799
1585
$1.95M ﹤0.01%
17,838
+4,283
1586
$1.95M ﹤0.01%
21,450
-358
1587
$1.94M ﹤0.01%
35,882
-1
1588
$1.94M ﹤0.01%
+67,569
1589
$1.94M ﹤0.01%
14,549
-625
1590
$1.93M ﹤0.01%
42,768
+1,230
1591
$1.93M ﹤0.01%
117,075
+11,208
1592
$1.93M ﹤0.01%
193,409
-7,385
1593
$1.93M ﹤0.01%
13,882
-5,772
1594
$1.93M ﹤0.01%
90,030
+7,263
1595
$1.91M ﹤0.01%
221,109
-11,514
1596
$1.91M ﹤0.01%
95,209
+4,007
1597
$1.91M ﹤0.01%
44,010
+1,804
1598
$1.91M ﹤0.01%
98,426
-49,863
1599
$1.9M ﹤0.01%
25,717
+1,739
1600
$1.9M ﹤0.01%
66,753
-50,304
62 63
64
65 66