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
2751
$328K ﹤0.01%
7,491
-677
2752
$328K ﹤0.01%
5,693
-20,175
2753
$327K ﹤0.01%
19,080
+2,548
2754
$326K ﹤0.01%
5,583
-1,553
2755
$325K ﹤0.01%
6,800
+753
2756
$325K ﹤0.01%
18,062
2757
$325K ﹤0.01%
6,204
-5
2758
$324K ﹤0.01%
+4,410
2759
$324K ﹤0.01%
14,840
+2,862
2760
$323K ﹤0.01%
5,055
-10,252
2761
$322K ﹤0.01%
7,959
+143
2762
$322K ﹤0.01%
24,124
+7,084
2763
$322K ﹤0.01%
12,184
-700
2764
$322K ﹤0.01%
10,285
+252
2765
$322K ﹤0.01%
8,301
+12
2766
$322K ﹤0.01%
5,921
+188
2767
$320K ﹤0.01%
8,063
+4,985
2768
$320K ﹤0.01%
293,542
+14,444
2769
$319K ﹤0.01%
24,741
+2,300
2770
$319K ﹤0.01%
+1,144
2771
$319K ﹤0.01%
35,830
-1,880
2772
$318K ﹤0.01%
534
+11
2773
$318K ﹤0.01%
6,600
2774
$317K ﹤0.01%
19,230
-4,244
2775
$317K ﹤0.01%
46,435
109 110
111
112 113