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
2626
$411K ﹤0.01%
18,804
-315
2627
$409K ﹤0.01%
36,081
-51,994
2628
$408K ﹤0.01%
12,809
-33,173
2629
$408K ﹤0.01%
66,504
+46,754
2630
$408K ﹤0.01%
8,884
+2,896
2631
$408K ﹤0.01%
17,393
+420
2632
$407K ﹤0.01%
94,987
+16,673
2633
$407K ﹤0.01%
+21,301
2634
$406K ﹤0.01%
4,172
-223
2635
$406K ﹤0.01%
15,619
-200
2636
$405K ﹤0.01%
4,891
+119
2637
$405K ﹤0.01%
11,421
-250
2638
$404K ﹤0.01%
22,545
-66
2639
$403K ﹤0.01%
15,128
+300
2640
$403K ﹤0.01%
39,155
-1,745
2641
$402K ﹤0.01%
31,836
+1,211
2642
$402K ﹤0.01%
5,573
+300
2643
$402K ﹤0.01%
3,388
-200
2644
$401K ﹤0.01%
3,373
+29
2645
$399K ﹤0.01%
45,723
-1,390
2646
$399K ﹤0.01%
+32,053
2647
$398K ﹤0.01%
38,000
-6,449
2648
$398K ﹤0.01%
13,160
-3,340
2649
$398K ﹤0.01%
+12,815
2650
$397K ﹤0.01%
50,042
-3,027
104 105
106
107 108