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
1876
$1.28M ﹤0.01%
115,625
+10,384
1877
$1.28M ﹤0.01%
86,461
-7,814
1878
$1.28M ﹤0.01%
37,358
-6,456
1879
$1.27M ﹤0.01%
160,073
-1,187
1880
$1.27M ﹤0.01%
34,128
+9,502
1881
$1.27M ﹤0.01%
48,218
-5,148
1882
$1.27M ﹤0.01%
72,930
-31,886
1883
$1.26M ﹤0.01%
51,996
+57
1884
$1.26M ﹤0.01%
277,682
-2,890
1885
$1.26M ﹤0.01%
12,850
+2,764
1886
$1.26M ﹤0.01%
36,001
+210
1887
$1.26M ﹤0.01%
55,277
-7,795
1888
$1.26M ﹤0.01%
45,707
+3,196
1889
$1.25M ﹤0.01%
132,715
-30,505
1890
$1.25M ﹤0.01%
54,298
+3,135
1891
$1.25M ﹤0.01%
54,136
-677
1892
$1.25M ﹤0.01%
11,333
-567
1893
$1.24M ﹤0.01%
32,367
-6,922
1894
$1.24M ﹤0.01%
+89,536
1895
$1.24M ﹤0.01%
51,605
-7,725
1896
$1.24M ﹤0.01%
124,576
+80,656
1897
$1.23M ﹤0.01%
35,647
-94,800
1898
$1.23M ﹤0.01%
3,372
-29
1899
$1.23M ﹤0.01%
87,877
+8,554
1900
$1.23M ﹤0.01%
38,587
+1,904
74 75
76
77 78