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
1826
$1.35M ﹤0.01%
15,622
-3,045
1827
$1.35M ﹤0.01%
39,530
+5,950
1828
$1.34M ﹤0.01%
59,216
1829
$1.34M ﹤0.01%
27,741
-7,582
1830
$1.34M ﹤0.01%
67,809
-185
1831
$1.34M ﹤0.01%
19,112
-3,338
1832
$1.34M ﹤0.01%
22,848
-3,492
1833
$1.34M ﹤0.01%
23,301
+3,982
1834
$1.34M ﹤0.01%
+19,071
1835
$1.34M ﹤0.01%
22,788
+1,281
1836
$1.34M ﹤0.01%
52,432
+38,275
1837
$1.34M ﹤0.01%
29,543
-420
1838
$1.33M ﹤0.01%
12,299
-445
1839
$1.33M ﹤0.01%
22,347
+677
1840
$1.33M ﹤0.01%
117,194
+10,960
1841
$1.33M ﹤0.01%
22,323
-14,805
1842
$1.33M ﹤0.01%
53,390
+3,570
1843
$1.33M ﹤0.01%
251,960
-17,198
1844
$1.32M ﹤0.01%
51,162
-17,094
1845
$1.32M ﹤0.01%
143,125
-6,155
1846
$1.32M ﹤0.01%
6,648
+2,704
1847
$1.32M ﹤0.01%
50,288
+1,892
1848
$1.32M ﹤0.01%
6,339
-4,688
1849
$1.32M ﹤0.01%
36,426
+101
1850
$1.32M ﹤0.01%
19,449
+9,620
72 73
74
75 76