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
151
$102M 0.15%
703,949
+192,259
152
$102M 0.15%
511,621
-1,371
153
$102M 0.15%
2,679,116
+103,976
154
$101M 0.15%
496,611
+49,246
155
$100M 0.14%
1,738,242
+121,920
156
$99.5M 0.14%
1,717,856
+111,633
157
$99.1M 0.14%
564,938
+4,902
158
$98.8M 0.14%
901,501
-370,336
159
$97.3M 0.14%
915,115
-72,000
160
$97M 0.14%
749,548
-72,927
161
$96M 0.14%
1,575,231
+75,041
162
$95.6M 0.14%
468,472
+30,961
163
$95M 0.14%
371,812
-86,620
164
$94.8M 0.14%
1,145,028
+129,451
165
$94.8M 0.14%
1,366,408
+173,412
166
$93.7M 0.13%
1,709,348
+290,030
167
$93M 0.13%
666,146
-1,733
168
$92.6M 0.13%
1,852,920
+1,257,796
169
$90.5M 0.13%
936,016
+12,254
170
$90.1M 0.13%
733,658
+11,545
171
$89.7M 0.13%
1,793,419
+53,866
172
$89.6M 0.13%
538,194
+123,229
173
$89.4M 0.13%
2,242,080
+202,426
174
$89.3M 0.13%
360,588
-962,002
175
$88.5M 0.13%
192,448
-16,604
5 6
7
8 9