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
2051
$1.02M ﹤0.01%
256,481
+191,979
2052
$1.01M ﹤0.01%
22,434
-84
2053
$1.01M ﹤0.01%
79,263
-5,612
2054
$1.01M ﹤0.01%
27,538
+1,359
2055
$1.01M ﹤0.01%
24,650
-2,368
2056
$1M ﹤0.01%
79,656
+3,609
2057
$1M ﹤0.01%
66,953
+8,145
2058
$1M ﹤0.01%
51,054
+13,099
2059
$1M ﹤0.01%
11,293
+529
2060
$1M ﹤0.01%
60,086
+16,352
2061
$1,000K ﹤0.01%
11,042
+3,594
2062
$997K ﹤0.01%
82,710
-35,807
2063
$996K ﹤0.01%
20,748
+1,166
2064
$996K ﹤0.01%
106,176
+2,342
2065
$995K ﹤0.01%
85,963
-16,685
2066
$995K ﹤0.01%
8,258
+76
2067
$992K ﹤0.01%
15,729
-93
2068
$991K ﹤0.01%
19,626
-1,907
2069
$989K ﹤0.01%
46,068
+5,784
2070
$986K ﹤0.01%
48,953
-944,229
2071
$986K ﹤0.01%
109,997
+15,245
2072
$985K ﹤0.01%
41,580
+31,542
2073
$984K ﹤0.01%
16,758
+115
2074
$983K ﹤0.01%
9,168
-205
2075
$983K ﹤0.01%
83,439
81 82
83
84 85