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
1726
$1.61M ﹤0.01%
19,182
-6,886
1727
$1.6M ﹤0.01%
46,337
+9,403
1728
$1.6M ﹤0.01%
4,997
-238
1729
$1.59M ﹤0.01%
49,937
-1,887
1730
$1.58M ﹤0.01%
194,274
+99,111
1731
$1.58M ﹤0.01%
28,425
-9,635
1732
$1.58M ﹤0.01%
15,579
-142
1733
$1.57M ﹤0.01%
23,555
-365
1734
$1.57M ﹤0.01%
3,369
-459
1735
$1.57M ﹤0.01%
36,126
+751
1736
$1.57M ﹤0.01%
47,288
-193
1737
$1.56M ﹤0.01%
202,866
+33,612
1738
$1.56M ﹤0.01%
62,426
+2,384
1739
$1.56M ﹤0.01%
67,316
+8,345
1740
$1.55M ﹤0.01%
61,628
-3,335
1741
$1.55M ﹤0.01%
143,000
1742
$1.55M ﹤0.01%
47,190
+2,621
1743
$1.54M ﹤0.01%
7,711
+261
1744
$1.54M ﹤0.01%
60,543
+3,943
1745
$1.53M ﹤0.01%
188,377
+30
1746
$1.53M ﹤0.01%
21,115
+226
1747
$1.52M ﹤0.01%
77,000
1748
$1.52M ﹤0.01%
78,844
-81,124
1749
$1.52M ﹤0.01%
33,906
+27,734
1750
$1.52M ﹤0.01%
67,138
+3,019
68 69
70
71 72