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
2501
$512K ﹤0.01%
64,431
-610
2502
$512K ﹤0.01%
12,383
-578
2503
$511K ﹤0.01%
15,655
-15,076
2504
$507K ﹤0.01%
47,886
+1,137
2505
$502K ﹤0.01%
19,587
+69
2506
$502K ﹤0.01%
15,562
+501
2507
$500K ﹤0.01%
4,052
-932
2508
$500K ﹤0.01%
5,567
-500
2509
$499K ﹤0.01%
+13,635
2510
$499K ﹤0.01%
19,277
-4,521
2511
$498K ﹤0.01%
10,088
-23,947
2512
$498K ﹤0.01%
1,803
+157
2513
$497K ﹤0.01%
12,627
-152
2514
$496K ﹤0.01%
+10,679
2515
$495K ﹤0.01%
13,622
-1,189
2516
$495K ﹤0.01%
+8,327
2517
$492K ﹤0.01%
23,708
2518
$491K ﹤0.01%
58,761
+1,031
2519
$491K ﹤0.01%
43,884
+1,352
2520
$490K ﹤0.01%
2,349
-199
2521
$490K ﹤0.01%
6,428
-587,673
2522
$490K ﹤0.01%
874,326
-161,232
2523
$489K ﹤0.01%
56,671
+1,052
2524
$488K ﹤0.01%
6,580
+1,324
2525
$488K ﹤0.01%
21,041
-1,521
99 100
101
102 103