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
201
$73.3M 0.11%
1,587,685
+361,955
202
$73.3M 0.11%
3,003,828
+432,741
203
$73.2M 0.11%
738,069
-146,346
204
$73.1M 0.1%
438,361
-8,804
205
$73M 0.1%
319,424
-12,450
206
$72.7M 0.1%
978,627
-136,878
207
$71.7M 0.1%
1,030,788
+28,624
208
$71.1M 0.1%
859,882
+8,137
209
$71M 0.1%
1,968,375
+104,878
210
$71M 0.1%
1,192,609
+257,091
211
$70.2M 0.1%
1,056,349
-27,130
212
$69.2M 0.1%
1,961,147
+257,811
213
$69.1M 0.1%
205,675
+1,481
214
$67.6M 0.1%
968,984
+14,886
215
$66.9M 0.1%
583,352
-90,541
216
$66.3M 0.1%
908,744
+75,226
217
$66.1M 0.09%
142
218
$66.1M 0.09%
1,736,658
+1,423,174
219
$65.2M 0.09%
141,108
-1,270
220
$64M 0.09%
280,193
+12,061
221
$63.4M 0.09%
420,796
+44,218
222
$62.7M 0.09%
601,410
-230,950
223
$62.7M 0.09%
198,748
+16,476
224
$62.1M 0.09%
1,184,762
-59,345
225
$62M 0.09%
1,815,750
+160,600
7 8
9
10 11