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
2726
$343K ﹤0.01%
1,043
+391
2727
$343K ﹤0.01%
15,790
+763
2728
$343K ﹤0.01%
31,637
+86
2729
$341K ﹤0.01%
9,231
+11
2730
$340K ﹤0.01%
29,123
+4,982
2731
$338K ﹤0.01%
14,548
+1,992
2732
$338K ﹤0.01%
21,081
-4,089
2733
$337K ﹤0.01%
8,970
+1,280
2734
$336K ﹤0.01%
19,059
-6,974
2735
$336K ﹤0.01%
7,752
-910
2736
$336K ﹤0.01%
17,621
-1,750
2737
$336K ﹤0.01%
41,497
-30,170
2738
$336K ﹤0.01%
+29,694
2739
$335K ﹤0.01%
27,839
+4,058
2740
$335K ﹤0.01%
33,866
+2,118
2741
$334K ﹤0.01%
9,000
2742
$334K ﹤0.01%
11,557
+2,042
2743
$334K ﹤0.01%
14,106
-56
2744
$334K ﹤0.01%
8,727
-167
2745
$333K ﹤0.01%
7,681
2746
$333K ﹤0.01%
30,344
-2,250
2747
$332K ﹤0.01%
11,200
2748
$330K ﹤0.01%
12,373
-6,265
2749
$330K ﹤0.01%
+15,429
2750
$328K ﹤0.01%
21,416
-937
108 109
110
111 112