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
1801
$1.41M ﹤0.01%
125,827
-6,064
1802
$1.41M ﹤0.01%
76,811
+519
1803
$1.4M ﹤0.01%
56,186
-3,791
1804
$1.4M ﹤0.01%
113,258
+16,478
1805
$1.39M ﹤0.01%
35,845
-881
1806
$1.39M ﹤0.01%
+48,202
1807
$1.39M ﹤0.01%
46,021
-5,198
1808
$1.38M ﹤0.01%
16,752
-1,311
1809
$1.38M ﹤0.01%
27,189
-13,730
1810
$1.38M ﹤0.01%
27,028
-795
1811
$1.38M ﹤0.01%
30,404
-3,099
1812
$1.37M ﹤0.01%
29,155
-23,011
1813
$1.37M ﹤0.01%
138,062
+20,236
1814
$1.37M ﹤0.01%
+40,931
1815
$1.37M ﹤0.01%
18,706
+751
1816
$1.37M ﹤0.01%
67,875
+31,294
1817
$1.37M ﹤0.01%
21,251
-18,698
1818
$1.36M ﹤0.01%
42,136
+24,687
1819
$1.36M ﹤0.01%
57,339
-1,126
1820
$1.36M ﹤0.01%
16,896
-4,719
1821
$1.36M ﹤0.01%
35,903
+8,687
1822
$1.35M ﹤0.01%
44,734
-4,045
1823
$1.35M ﹤0.01%
39,513
-11,723
1824
$1.35M ﹤0.01%
25,916
+4,612
1825
$1.35M ﹤0.01%
14,859
+4,103
71 72
73
74 75