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
2701
$358K ﹤0.01%
7,116
-113
2702
$357K ﹤0.01%
24,688
+618
2703
$357K ﹤0.01%
+10,898
2704
$357K ﹤0.01%
32,565
+3,264
2705
$355K ﹤0.01%
23,206
+169
2706
$355K ﹤0.01%
23,877
-786
2707
$355K ﹤0.01%
12,332
2708
$353K ﹤0.01%
1,913
-95
2709
$353K ﹤0.01%
12,850
-12,187
2710
$352K ﹤0.01%
4,938
+7
2711
$351K ﹤0.01%
26,386
-18,682
2712
$350K ﹤0.01%
8,875
-29,717
2713
$350K ﹤0.01%
16,666
-155
2714
$350K ﹤0.01%
14,228
-20,881
2715
$348K ﹤0.01%
23,631
+744
2716
$347K ﹤0.01%
37,141
+7,635
2717
$347K ﹤0.01%
31,132
-8,270
2718
$345K ﹤0.01%
+39,910
2719
$345K ﹤0.01%
18,664
+2,234
2720
$345K ﹤0.01%
28,644
+547
2721
$345K ﹤0.01%
7,439
-3,431
2722
$344K ﹤0.01%
55,552
+358
2723
$344K ﹤0.01%
14,798
+5,798
2724
$344K ﹤0.01%
31,486
+457
2725
$344K ﹤0.01%
54,750
+19,000
107 108
109
110 111