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
2801
$305K ﹤0.01%
12,752
+3,667
2802
$305K ﹤0.01%
36,600
+4,214
2803
$304K ﹤0.01%
4,704
+527
2804
$304K ﹤0.01%
2,443
+186
2805
$304K ﹤0.01%
12,726
-46
2806
$303K ﹤0.01%
4,463
-7
2807
$303K ﹤0.01%
15,030
+159
2808
$302K ﹤0.01%
27,345
+6,956
2809
$302K ﹤0.01%
28,164
-488
2810
$302K ﹤0.01%
28,736
+19
2811
$301K ﹤0.01%
6,200
2812
$301K ﹤0.01%
+14,887
2813
$301K ﹤0.01%
6,322
-95,501
2814
$300K ﹤0.01%
+13,995
2815
$299K ﹤0.01%
5,943
-343
2816
$298K ﹤0.01%
52,335
-1,530
2817
$298K ﹤0.01%
4,253
+498
2818
$298K ﹤0.01%
80,930
-77
2819
$297K ﹤0.01%
+7,408
2820
$297K ﹤0.01%
4,950
+661
2821
$297K ﹤0.01%
9,171
+692
2822
$297K ﹤0.01%
16,191
-2,140
2823
$297K ﹤0.01%
12,055
+124
2824
$297K ﹤0.01%
28,195
-2,178
2825
$296K ﹤0.01%
13,690
-368
111 112
113
114 115