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
1701
$1.66M ﹤0.01%
95,141
+1,266
1702
$1.66M ﹤0.01%
105,485
+4,894
1703
$1.65M ﹤0.01%
11,337
-48
1704
$1.65M ﹤0.01%
11,263
+820
1705
$1.65M ﹤0.01%
109,630
-3,189
1706
$1.65M ﹤0.01%
38,117
+17,627
1707
$1.65M ﹤0.01%
33,265
+5,967
1708
$1.64M ﹤0.01%
188,633
-1,235
1709
$1.64M ﹤0.01%
6,753
-1,759
1710
$1.64M ﹤0.01%
47,781
+4,241
1711
$1.64M ﹤0.01%
32,549
+9,260
1712
$1.64M ﹤0.01%
37,496
-100
1713
$1.63M ﹤0.01%
63,087
-29,302
1714
$1.63M ﹤0.01%
62,491
-7,156
1715
$1.63M ﹤0.01%
35,711
-243
1716
$1.63M ﹤0.01%
+45,887
1717
$1.63M ﹤0.01%
16,244
+13,575
1718
$1.63M ﹤0.01%
110,010
+30,370
1719
$1.62M ﹤0.01%
59,237
-1,243
1720
$1.62M ﹤0.01%
43,438
+9,458
1721
$1.62M ﹤0.01%
77,243
-1,051
1722
$1.61M ﹤0.01%
39,176
+2,203
1723
$1.61M ﹤0.01%
60,145
-4,012
1724
$1.61M ﹤0.01%
20,304
-265
1725
$1.61M ﹤0.01%
29,660
+5,484
67 68
69
70 71