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
2476
$537K ﹤0.01%
10,763
+1,456
2477
$537K ﹤0.01%
4,468
-1,160
2478
$536K ﹤0.01%
24,611
+1,492
2479
$536K ﹤0.01%
20,575
2480
$535K ﹤0.01%
30,415
+4,842
2481
$532K ﹤0.01%
46,435
+1,158
2482
$531K ﹤0.01%
17,724
+6,171
2483
$530K ﹤0.01%
10,502
+1,528
2484
$529K ﹤0.01%
12,777
-723
2485
$526K ﹤0.01%
34,552
-965
2486
$525K ﹤0.01%
9,518
-66
2487
$523K ﹤0.01%
146,464
+16,101
2488
$523K ﹤0.01%
17,829
+5,511
2489
$522K ﹤0.01%
21,306
+96
2490
$522K ﹤0.01%
12,428
-520
2491
$521K ﹤0.01%
41,733
2492
$520K ﹤0.01%
13,047
-4,912
2493
$519K ﹤0.01%
+15,452
2494
$519K ﹤0.01%
11,863
-6,500
2495
$518K ﹤0.01%
36,350
+1,900
2496
$517K ﹤0.01%
48,517
-322
2497
$517K ﹤0.01%
37,612
-1,548
2498
$514K ﹤0.01%
3,953
+321
2499
$514K ﹤0.01%
19,869
+118
2500
$513K ﹤0.01%
40,670
-106,459
98 99
100
101 102