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
1651
$1.78M ﹤0.01%
263,394
+11,132
1652
$1.77M ﹤0.01%
42,968
+21,068
1653
$1.77M ﹤0.01%
23,970
-3,186
1654
$1.77M ﹤0.01%
15,803
-6,855
1655
$1.77M ﹤0.01%
+10,686
1656
$1.77M ﹤0.01%
56,773
-1,460
1657
$1.77M ﹤0.01%
31,712
-1,242
1658
$1.76M ﹤0.01%
28,956
+684
1659
$1.76M ﹤0.01%
91,255
+5,047
1660
$1.76M ﹤0.01%
66,786
+6,129
1661
$1.76M ﹤0.01%
18,712
-740
1662
$1.76M ﹤0.01%
410,668
+368,752
1663
$1.75M ﹤0.01%
51,426
-27,185
1664
$1.75M ﹤0.01%
216,794
+2,020
1665
$1.75M ﹤0.01%
128,903
+51,421
1666
$1.75M ﹤0.01%
98,815
-53,839
1667
$1.74M ﹤0.01%
33,643
+2,338
1668
$1.74M ﹤0.01%
355,055
+134,332
1669
$1.74M ﹤0.01%
51,331
-32,899
1670
$1.74M ﹤0.01%
72,251
+13,259
1671
$1.74M ﹤0.01%
41,440
-6,330
1672
$1.74M ﹤0.01%
163,050
-24,180
1673
$1.74M ﹤0.01%
172,232
-16,804
1674
$1.74M ﹤0.01%
29,181
-9,204
1675
$1.74M ﹤0.01%
+54,288
65 66
67
68 69