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
1851
$1.32M ﹤0.01%
61,134
+1,624
1852
$1.31M ﹤0.01%
15,137
-17,361
1853
$1.31M ﹤0.01%
67,842
+33,069
1854
$1.31M ﹤0.01%
109,581
-14,830
1855
$1.31M ﹤0.01%
75,006
-11,870
1856
$1.31M ﹤0.01%
71,627
-15,218
1857
$1.31M ﹤0.01%
61,812
+2,189
1858
$1.3M ﹤0.01%
14,192
+11,319
1859
$1.3M ﹤0.01%
31,085
-34,597
1860
$1.3M ﹤0.01%
75,994
+8,697
1861
$1.3M ﹤0.01%
51,975
+748
1862
$1.3M ﹤0.01%
37,938
+6,601
1863
$1.3M ﹤0.01%
28,555
+2,036
1864
$1.3M ﹤0.01%
21,887
-5
1865
$1.3M ﹤0.01%
56,005
-6,935
1866
$1.29M ﹤0.01%
20,518
+5,028
1867
$1.29M ﹤0.01%
13,326
+1,214
1868
$1.29M ﹤0.01%
5,759
-1,178
1869
$1.29M ﹤0.01%
34,761
+7,946
1870
$1.29M ﹤0.01%
26,632
+6,164
1871
$1.29M ﹤0.01%
69,423
+11,495
1872
$1.29M ﹤0.01%
15,955
-2,874
1873
$1.29M ﹤0.01%
12,833
-7,586
1874
$1.28M ﹤0.01%
211,188
-15,392
1875
$1.28M ﹤0.01%
47,550
+5,044
73 74
75
76 77