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
1901
$1.23M ﹤0.01%
43,487
+7,383
1902
$1.23M ﹤0.01%
54,050
-52,074
1903
$1.23M ﹤0.01%
87,881
+4,099
1904
$1.22M ﹤0.01%
186,093
-47,604
1905
$1.22M ﹤0.01%
80,362
-49,576
1906
$1.22M ﹤0.01%
31,014
-15,778
1907
$1.22M ﹤0.01%
25,647
+1,103
1908
$1.22M ﹤0.01%
22,411
-344,539
1909
$1.22M ﹤0.01%
34,140
+1,602
1910
$1.22M ﹤0.01%
104,641
+17,410
1911
$1.22M ﹤0.01%
14,483
+425
1912
$1.22M ﹤0.01%
+51,774
1913
$1.22M ﹤0.01%
28,674
+242
1914
$1.22M ﹤0.01%
66,302
+12,092
1915
$1.22M ﹤0.01%
148,579
+3,161
1916
$1.21M ﹤0.01%
138,350
+44,784
1917
$1.21M ﹤0.01%
32,368
+2,423
1918
$1.21M ﹤0.01%
59,124
+1,992
1919
$1.21M ﹤0.01%
105,568
+3,112
1920
$1.21M ﹤0.01%
118,595
+17,592
1921
$1.2M ﹤0.01%
48,332
+10,877
1922
$1.2M ﹤0.01%
7,144
-15,920
1923
$1.2M ﹤0.01%
66,733
-1,537
1924
$1.2M ﹤0.01%
27,223
-3,715
1925
$1.2M ﹤0.01%
26,923
-10,722
75 76
77
78 79