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
2676
$377K ﹤0.01%
4,558
+675
2677
$377K ﹤0.01%
7,585
-181
2678
$375K ﹤0.01%
131,150
+4,674
2679
$374K ﹤0.01%
32,775
-629
2680
$373K ﹤0.01%
9,185
+626
2681
$372K ﹤0.01%
559
-6
2682
$371K ﹤0.01%
4,375
-35
2683
$370K ﹤0.01%
10,563
-1,916
2684
$369K ﹤0.01%
9,715
+170
2685
$369K ﹤0.01%
10,304
+360
2686
$367K ﹤0.01%
4,727
+809
2687
$367K ﹤0.01%
3,504
-131
2688
$365K ﹤0.01%
7,470
-109
2689
$363K ﹤0.01%
4,649
-150
2690
$363K ﹤0.01%
62,288
-21,710
2691
$363K ﹤0.01%
4,859
-9,111
2692
$363K ﹤0.01%
+3,434
2693
$362K ﹤0.01%
266,392
+90,796
2694
$362K ﹤0.01%
50,494
+7,484
2695
$362K ﹤0.01%
8,526
-8,178
2696
$361K ﹤0.01%
+31,095
2697
$360K ﹤0.01%
2,845
+25
2698
$360K ﹤0.01%
4,461
+50
2699
$360K ﹤0.01%
+12,199
2700
$358K ﹤0.01%
6,284
-712
106 107
108
109 110