Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$2.19B 3.15%
7,612,541
-170,670
2
$2.03B 2.91%
12,304,852
-874,472
3
$862M 1.24%
1,823,409
-150,181
4
$847M 1.21%
3,757,305
-10,965
5
$830M 1.19%
8,033,365
+262,627
6
$795M 1.14%
7,471,274
-678,932
7
$756M 1.08%
4,147,051
+54,913
8
$737M 1.06%
2,498,603
-10,836
9
$715M 1.03%
6,893,936
-641,788
10
$630M 0.9%
4,064,313
+171,370
11
$624M 0.89%
1,523,823
+8,416
12
$622M 0.89%
4,184,347
+107,058
13
$596M 0.85%
1,677,494
-81,425
14
$590M 0.85%
8,823,271
-505,946
15
$579M 0.83%
20,858,630
-1,229,080
16
$571M 0.82%
4,383,541
-159,820
17
$571M 0.82%
1,207,877
-34,701
18
$537M 0.77%
10,916,421
-138,399
19
$532M 0.76%
10,182,391
+178,413
20
$527M 0.76%
12,914,459
+718,353
21
$525M 0.75%
5,270,983
+2,693,559
22
$522M 0.75%
1,388,078
-112,648
23
$490M 0.7%
1,714,620
+22,229
24
$484M 0.69%
7,809,401
+260,693
25
$471M 0.68%
2,844,273
+70,483
1
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