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
1601
$1.89M ﹤0.01%
59,835
+116
1602
$1.89M ﹤0.01%
27,484
-1,319
1603
$1.88M ﹤0.01%
33,310
-14,068
1604
$1.88M ﹤0.01%
151,374
-32,219
1605
$1.88M ﹤0.01%
21,139
+7,419
1606
$1.87M ﹤0.01%
42,711
+1,587
1607
$1.87M ﹤0.01%
131,725
+3,960
1608
$1.87M ﹤0.01%
18,401
+6,921
1609
$1.87M ﹤0.01%
25,348
-2,394
1610
$1.87M ﹤0.01%
24,561
+5,172
1611
$1.86M ﹤0.01%
12,319
-1,051
1612
$1.86M ﹤0.01%
7,950
+5,814
1613
$1.86M ﹤0.01%
21,182
+2,255
1614
$1.85M ﹤0.01%
91,930
+2,064
1615
$1.85M ﹤0.01%
53,045
+7,371
1616
$1.84M ﹤0.01%
5,951
-347
1617
$1.84M ﹤0.01%
15,070
-543
1618
$1.83M ﹤0.01%
25,254
-652
1619
$1.83M ﹤0.01%
39,631
-2,067
1620
$1.83M ﹤0.01%
42,028
+7,781
1621
$1.83M ﹤0.01%
20,094
-1,668
1622
$1.83M ﹤0.01%
14,053
+1,724
1623
$1.83M ﹤0.01%
36,874
-45,356
1624
$1.83M ﹤0.01%
84,150
+3,057
1625
$1.83M ﹤0.01%
256,197
-13,697
63 64
65
66 67