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
1676
$1.73M ﹤0.01%
29,448
+1,764
1677
$1.73M ﹤0.01%
72,394
+1,652
1678
$1.72M ﹤0.01%
119,670
+20,434
1679
$1.71M ﹤0.01%
78,000
+34,695
1680
$1.71M ﹤0.01%
90,438
+28,340
1681
$1.71M ﹤0.01%
+234,323
1682
$1.7M ﹤0.01%
53,432
+6,726
1683
$1.7M ﹤0.01%
186,154
-5,710
1684
$1.7M ﹤0.01%
16,398
+3,760
1685
$1.69M ﹤0.01%
104,618
+54,896
1686
$1.69M ﹤0.01%
135,482
+57,282
1687
$1.69M ﹤0.01%
75,128
+1,103
1688
$1.69M ﹤0.01%
55,748
-14,000
1689
$1.68M ﹤0.01%
76,989
+29,006
1690
$1.67M ﹤0.01%
60,075
-23,886
1691
$1.67M ﹤0.01%
17,856
-1,149
1692
$1.67M ﹤0.01%
33,518
+1,807
1693
$1.67M ﹤0.01%
6,453
+3,054
1694
$1.67M ﹤0.01%
33,170
-620
1695
$1.66M ﹤0.01%
28,174
-11,042
1696
$1.66M ﹤0.01%
48,754
-7,129
1697
$1.66M ﹤0.01%
176,768
-5,853
1698
$1.66M ﹤0.01%
13,382
-242
1699
$1.66M ﹤0.01%
26,761
-43,133
1700
$1.66M ﹤0.01%
29,838
-242
66 67
68
69 70