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
2776
$317K ﹤0.01%
31,998
+1,718
2777
$316K ﹤0.01%
109,846
+5,031
2778
$316K ﹤0.01%
52,120
-1,380
2779
$316K ﹤0.01%
13,406
-9,640
2780
$315K ﹤0.01%
29,379
-28,898
2781
$315K ﹤0.01%
10,975
-1,050
2782
$314K ﹤0.01%
27,610
+1,865
2783
$314K ﹤0.01%
11,915
+550
2784
$312K ﹤0.01%
27,590
+5,169
2785
$312K ﹤0.01%
7,833
-6,374
2786
$312K ﹤0.01%
26,659
+6,374
2787
$312K ﹤0.01%
128,311
+3,827
2788
$312K ﹤0.01%
13,527
+120
2789
$311K ﹤0.01%
22,403
-21,119
2790
$311K ﹤0.01%
9,970
+500
2791
$311K ﹤0.01%
15,700
-10,861
2792
$309K ﹤0.01%
60,891
-1,647
2793
$309K ﹤0.01%
+7,905
2794
$308K ﹤0.01%
6,260
+276
2795
$308K ﹤0.01%
60,000
2796
$308K ﹤0.01%
19,480
2797
$307K ﹤0.01%
8,382
+3
2798
$306K ﹤0.01%
41,629
+16,650
2799
$305K ﹤0.01%
12,620
+1,235
2800
$305K ﹤0.01%
120,666
+32,462
110 111
112
113 114