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
1926
$1.2M ﹤0.01%
+40,958
1927
$1.2M ﹤0.01%
34,232
+2,773
1928
$1.2M ﹤0.01%
26,137
+198
1929
$1.2M ﹤0.01%
25,283
+2,231
1930
$1.2M ﹤0.01%
7,379
-5,529
1931
$1.2M ﹤0.01%
55,213
+20,515
1932
$1.19M ﹤0.01%
77,578
+62,438
1933
$1.19M ﹤0.01%
33,479
-2,113
1934
$1.19M ﹤0.01%
32,660
-190
1935
$1.19M ﹤0.01%
36,081
+3,227
1936
$1.19M ﹤0.01%
145,640
+18,896
1937
$1.18M ﹤0.01%
49,507
-16,922
1938
$1.18M ﹤0.01%
25,797
+7,440
1939
$1.18M ﹤0.01%
31,005
-24,412
1940
$1.17M ﹤0.01%
20,240
-2,018
1941
$1.17M ﹤0.01%
11,645
+940
1942
$1.17M ﹤0.01%
65,669
-2,597
1943
$1.17M ﹤0.01%
35,524
-77,155
1944
$1.16M ﹤0.01%
+24,951
1945
$1.16M ﹤0.01%
62,827
-8,690
1946
$1.16M ﹤0.01%
21,249
+2,675
1947
$1.15M ﹤0.01%
55,616
-48,422
1948
$1.15M ﹤0.01%
69,589
+4,415
1949
$1.15M ﹤0.01%
18,378
-1,141
1950
$1.15M ﹤0.01%
109,216
+2,872
76 77
78
79 80