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
176
$86.5M 0.12%
2,313,870
+110,906
177
$86.1M 0.12%
348,803
+3,606
178
$85.6M 0.12%
3,303,162
+39,782
179
$84.7M 0.12%
882,372
-10,897
180
$83.8M 0.12%
372,762
-24,661
181
$83.6M 0.12%
951,461
-9,077
182
$82.8M 0.12%
732,755
-3,891
183
$82.7M 0.12%
1,818,843
-973,824
184
$82.7M 0.12%
463,514
-76,482
185
$82.2M 0.12%
421,532
-20,216
186
$81.7M 0.12%
268,854
-11,634
187
$80.2M 0.11%
392,296
+5,988
188
$78.6M 0.11%
712,917
-60,295
189
$78.4M 0.11%
432,881
+29,034
190
$78M 0.11%
787,298
+2,808
191
$78M 0.11%
472,867
+5,680
192
$76.8M 0.11%
5,619,749
-11
193
$76.5M 0.11%
1,558,600
+61,154
194
$76.3M 0.11%
935,895
+12,377
195
$76M 0.11%
1,943,309
+1,656,224
196
$75.5M 0.11%
964,943
+179,867
197
$73.8M 0.11%
644,269
+24,811
198
$73.8M 0.11%
550,670
-51,737
199
$73.3M 0.11%
353,461
+24,272
200
$73.3M 0.11%
909,828
+156,811
6 7
8
9 10