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
2576
$450K ﹤0.01%
6,920
-48
2577
$449K ﹤0.01%
40,815
+4,246
2578
$448K ﹤0.01%
+7,681
2579
$446K ﹤0.01%
15,224
-813
2580
$443K ﹤0.01%
3,283
-648
2581
$443K ﹤0.01%
27,724
-1,676
2582
$443K ﹤0.01%
+13,730
2583
$443K ﹤0.01%
612,376
+425,300
2584
$443K ﹤0.01%
36,380
+694
2585
$443K ﹤0.01%
26,780
-1,130
2586
$443K ﹤0.01%
57,543
+6,850
2587
$442K ﹤0.01%
49,578
-1,905
2588
$440K ﹤0.01%
20,112
+1,363
2589
$439K ﹤0.01%
24,119
-450
2590
$439K ﹤0.01%
29,489
+3,360
2591
$438K ﹤0.01%
27,640
+2,464
2592
$438K ﹤0.01%
13,253
-3,036
2593
$438K ﹤0.01%
28,623
-2,824
2594
$437K ﹤0.01%
3,437
-1,883
2595
$435K ﹤0.01%
7,305
-1,187
2596
$435K ﹤0.01%
21,821
+4,468
2597
$434K ﹤0.01%
+20,937
2598
$433K ﹤0.01%
6,639
+10
2599
$433K ﹤0.01%
31,784
+471
2600
$433K ﹤0.01%
59,865
+1,463
102 103
104
105 106