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
1951
$1.15M ﹤0.01%
74,606
+3,637
1952
$1.15M ﹤0.01%
14,856
+2,188
1953
$1.15M ﹤0.01%
37,810
+9,456
1954
$1.15M ﹤0.01%
30,785
+430
1955
$1.15M ﹤0.01%
115,285
-2,335
1956
$1.14M ﹤0.01%
16,098
-3,291
1957
$1.14M ﹤0.01%
21,757
+24
1958
$1.14M ﹤0.01%
17,292
+5,264
1959
$1.13M ﹤0.01%
27,218
+10,041
1960
$1.13M ﹤0.01%
62,130
+38,662
1961
$1.13M ﹤0.01%
49,986
-498
1962
$1.13M ﹤0.01%
17,765
-938,693
1963
$1.13M ﹤0.01%
24,096
+977
1964
$1.13M ﹤0.01%
29,009
+5,200
1965
$1.12M ﹤0.01%
13,784
+1,359
1966
$1.12M ﹤0.01%
21,324
+690
1967
$1.12M ﹤0.01%
65,792
+41,143
1968
$1.12M ﹤0.01%
41,945
-1,282
1969
$1.12M ﹤0.01%
44,026
-136,101
1970
$1.12M ﹤0.01%
158,332
-16,502
1971
$1.11M ﹤0.01%
35,961
-75,510
1972
$1.11M ﹤0.01%
27,521
+1,193
1973
$1.11M ﹤0.01%
29,510
-1,105
1974
$1.11M ﹤0.01%
40,782
+6,222
1975
$1.11M ﹤0.01%
112,272
-1,771
77 78
79
80 81