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
1626
$1.83M ﹤0.01%
53,693
-796
1627
$1.82M ﹤0.01%
42,583
+27,122
1628
$1.82M ﹤0.01%
82,274
+10,892
1629
$1.82M ﹤0.01%
12,684
-6,825
1630
$1.81M ﹤0.01%
7,924
+926
1631
$1.81M ﹤0.01%
80,781
-2,943
1632
$1.81M ﹤0.01%
109,982
+3,592
1633
$1.81M ﹤0.01%
36,240
-991
1634
$1.81M ﹤0.01%
+91,537
1635
$1.8M ﹤0.01%
41,054
+2,474
1636
$1.8M ﹤0.01%
81,181
+3,128
1637
$1.8M ﹤0.01%
15,592
-1,007
1638
$1.8M ﹤0.01%
19,809
+1,841
1639
$1.8M ﹤0.01%
36,338
+2,886
1640
$1.8M ﹤0.01%
44,133
-761
1641
$1.79M ﹤0.01%
+33,469
1642
$1.79M ﹤0.01%
30,137
-6,143
1643
$1.79M ﹤0.01%
23,938
+6,860
1644
$1.79M ﹤0.01%
24,088
+1,603
1645
$1.79M ﹤0.01%
56,070
-6,399
1646
$1.79M ﹤0.01%
53,386
-11,555
1647
$1.78M ﹤0.01%
337,544
+8,160
1648
$1.78M ﹤0.01%
151,469
+2,871
1649
$1.78M ﹤0.01%
52,282
-8,018
1650
$1.78M ﹤0.01%
75,776
+8,003
64 65
66
67 68