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
1776
$1.45M ﹤0.01%
27,612
+1,899
1777
$1.45M ﹤0.01%
90,762
+3,095
1778
$1.45M ﹤0.01%
61,452
+48,799
1779
$1.45M ﹤0.01%
18,857
+414
1780
$1.44M ﹤0.01%
66,588
-14,563
1781
$1.44M ﹤0.01%
51,230
+2,815
1782
$1.44M ﹤0.01%
33,011
+7,489
1783
$1.44M ﹤0.01%
+15,426
1784
$1.44M ﹤0.01%
29,528
-19,962
1785
$1.44M ﹤0.01%
31,601
-36,718
1786
$1.43M ﹤0.01%
19,357
+5,132
1787
$1.43M ﹤0.01%
+54,883
1788
$1.43M ﹤0.01%
72,643
+11,886
1789
$1.43M ﹤0.01%
36,397
+3,776
1790
$1.43M ﹤0.01%
55,735
+2,633
1791
$1.43M ﹤0.01%
33,615
+3,394
1792
$1.43M ﹤0.01%
51,851
-1,110
1793
$1.43M ﹤0.01%
44,086
-9,624
1794
$1.42M ﹤0.01%
47,554
+7,596
1795
$1.42M ﹤0.01%
88,773
+14,502
1796
$1.42M ﹤0.01%
12,671
+5,290
1797
$1.42M ﹤0.01%
23,120
-1,791
1798
$1.41M ﹤0.01%
+65,094
1799
$1.41M ﹤0.01%
18,886
-5,406
1800
$1.41M ﹤0.01%
61,000
70 71
72
73 74