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
1976
$1.11M ﹤0.01%
46,567
+3,479
1977
$1.11M ﹤0.01%
6,340
+298
1978
$1.11M ﹤0.01%
+29,603
1979
$1.11M ﹤0.01%
62,060
-129,268
1980
$1.11M ﹤0.01%
11,676
+3,474
1981
$1.1M ﹤0.01%
63,040
+13,463
1982
$1.1M ﹤0.01%
16,718
+9,508
1983
$1.1M ﹤0.01%
12,400
-696
1984
$1.1M ﹤0.01%
+28,534
1985
$1.1M ﹤0.01%
15,335
1986
$1.1M ﹤0.01%
11,537
-1,413
1987
$1.1M ﹤0.01%
13,585
-789
1988
$1.09M ﹤0.01%
36,064
+4,943
1989
$1.09M ﹤0.01%
98,556
-44
1990
$1.09M ﹤0.01%
5,176
+1,747
1991
$1.09M ﹤0.01%
98,632
-19,062
1992
$1.09M ﹤0.01%
26,466
-6,972
1993
$1.08M ﹤0.01%
42,973
-1,749
1994
$1.08M ﹤0.01%
20,199
+3,621
1995
$1.08M ﹤0.01%
20,037
+1,581
1996
$1.08M ﹤0.01%
63,168
+10,740
1997
$1.08M ﹤0.01%
25,577
+1,093
1998
$1.08M ﹤0.01%
44,316
-127,387
1999
$1.08M ﹤0.01%
15,047
+2,864
2000
$1.07M ﹤0.01%
113,683
+36,412
78 79
80
81 82