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
2001
$1.07M ﹤0.01%
47,549
2002
$1.07M ﹤0.01%
57,996
+8,402
2003
$1.07M ﹤0.01%
342,141
-1,201
2004
$1.06M ﹤0.01%
112,435
+4,852
2005
$1.06M ﹤0.01%
14,965
+3,164
2006
$1.06M ﹤0.01%
+51,676
2007
$1.06M ﹤0.01%
23,643
-4,586
2008
$1.06M ﹤0.01%
242,529
-104
2009
$1.06M ﹤0.01%
32,761
+2,134
2010
$1.06M ﹤0.01%
454,976
-38,411
2011
$1.05M ﹤0.01%
+21,770
2012
$1.05M ﹤0.01%
27,085
+228
2013
$1.05M ﹤0.01%
179,760
+581
2014
$1.05M ﹤0.01%
33,098
-18,980
2015
$1.05M ﹤0.01%
43,716
-48,335
2016
$1.04M ﹤0.01%
65,060
+60
2017
$1.04M ﹤0.01%
10,135
+1,268
2018
$1.04M ﹤0.01%
38,669
+554
2019
$1.04M ﹤0.01%
22,842
2020
$1.04M ﹤0.01%
48,780
+6
2021
$1.04M ﹤0.01%
7,294
-443
2022
$1.04M ﹤0.01%
60,423
+17,246
2023
$1.04M ﹤0.01%
32,018
-1,660
2024
$1.04M ﹤0.01%
45,920
+11,640
2025
$1.04M ﹤0.01%
22,173
+702
79 80
81
82 83