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
1751
$1.52M ﹤0.01%
33,736
+1,398
1752
$1.52M ﹤0.01%
104,370
-13,307
1753
$1.51M ﹤0.01%
15,546
+6,587
1754
$1.5M ﹤0.01%
16,223
+3,109
1755
$1.5M ﹤0.01%
64,906
+1,078
1756
$1.49M ﹤0.01%
37,611
+484
1757
$1.49M ﹤0.01%
40,749
+33
1758
$1.49M ﹤0.01%
20,775
+10,145
1759
$1.49M ﹤0.01%
65,143
+116
1760
$1.48M ﹤0.01%
60,891
-2,305
1761
$1.48M ﹤0.01%
75,966
-5,181
1762
$1.48M ﹤0.01%
25,145
-2,359
1763
$1.47M ﹤0.01%
13,226
+1,728
1764
$1.47M ﹤0.01%
93,023
+22,490
1765
$1.47M ﹤0.01%
16,707
+2,402
1766
$1.47M ﹤0.01%
17,608
+743
1767
$1.47M ﹤0.01%
161,844
-40,629
1768
$1.46M ﹤0.01%
54,272
-135,623
1769
$1.46M ﹤0.01%
249,983
+124,783
1770
$1.46M ﹤0.01%
13,302
-251
1771
$1.46M ﹤0.01%
16,939
+493
1772
$1.46M ﹤0.01%
13,551
+433
1773
$1.46M ﹤0.01%
+192,483
1774
$1.46M ﹤0.01%
13,930
-361
1775
$1.46M ﹤0.01%
78,367
-1,931
69 70
71
72 73