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
2651
$397K ﹤0.01%
20,203
-359
2652
$396K ﹤0.01%
43,825
+4,025
2653
$396K ﹤0.01%
23,085
+3,099
2654
$396K ﹤0.01%
15,376
+641
2655
$395K ﹤0.01%
6,186
2656
$394K ﹤0.01%
19,003
+2,597
2657
$393K ﹤0.01%
+10,764
2658
$392K ﹤0.01%
+2,843
2659
$391K ﹤0.01%
51,078
+6,781
2660
$390K ﹤0.01%
2,926
-333
2661
$390K ﹤0.01%
21,197
+3,561
2662
$389K ﹤0.01%
27,761
-2,450
2663
$388K ﹤0.01%
3,972
-16,500
2664
$388K ﹤0.01%
8,000
2665
$387K ﹤0.01%
7,502
-130
2666
$387K ﹤0.01%
13,772
-3,373
2667
$386K ﹤0.01%
10,696
-7,272
2668
$386K ﹤0.01%
47,999
-15,088
2669
$385K ﹤0.01%
7,642
-129
2670
$384K ﹤0.01%
33,268
+4,238
2671
$384K ﹤0.01%
10,318
-964
2672
$383K ﹤0.01%
21,490
+2,110
2673
$380K ﹤0.01%
10,942
-541
2674
$377K ﹤0.01%
27,302
+2,223
2675
$377K ﹤0.01%
+10,417
105 106
107
108 109