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
2526
$488K ﹤0.01%
7,691
+540
2527
$488K ﹤0.01%
14,437
-2,302
2528
$486K ﹤0.01%
18,098
-48
2529
$484K ﹤0.01%
38,423
-98,785
2530
$483K ﹤0.01%
29,011
-6,880
2531
$482K ﹤0.01%
44,175
-7,075
2532
$482K ﹤0.01%
62,667
+551
2533
$480K ﹤0.01%
14,916
-2,036
2534
$480K ﹤0.01%
10,092
-318
2535
$479K ﹤0.01%
44,991
-4,331
2536
$478K ﹤0.01%
18,615
+315
2537
$478K ﹤0.01%
9,704
+479
2538
$477K ﹤0.01%
9,002
+448
2539
$476K ﹤0.01%
+9,911
2540
$475K ﹤0.01%
11,834
+363
2541
$475K ﹤0.01%
57,309
-9,111
2542
$474K ﹤0.01%
14,263
-3,578
2543
$474K ﹤0.01%
11,600
-2,300
2544
$472K ﹤0.01%
178,285
-160,184
2545
$470K ﹤0.01%
52,810
+40,000
2546
$470K ﹤0.01%
12,269
+633
2547
$469K ﹤0.01%
53,808
-3,293
2548
$469K ﹤0.01%
5,650
-423
2549
$469K ﹤0.01%
+10,213
2550
$466K ﹤0.01%
12,456
+462
100 101
102
103 104