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
2826
$296K ﹤0.01%
30,472
+857
2827
$295K ﹤0.01%
45,630
+3,942
2828
$295K ﹤0.01%
20,028
+2,675
2829
$294K ﹤0.01%
1,877
+134
2830
$294K ﹤0.01%
31,150
-7,000
2831
$293K ﹤0.01%
5,180
-198,575
2832
$293K ﹤0.01%
33,670
2833
$291K ﹤0.01%
+11,975
2834
$291K ﹤0.01%
17,641
+1,009
2835
$291K ﹤0.01%
13,722
2836
$290K ﹤0.01%
2,388
2837
$290K ﹤0.01%
20,776
+2,011
2838
$290K ﹤0.01%
18,622
+6,594
2839
$289K ﹤0.01%
356,236
-1,407
2840
$288K ﹤0.01%
16,398
-755
2841
$288K ﹤0.01%
+28,212
2842
$288K ﹤0.01%
23,724
-1,605
2843
$287K ﹤0.01%
12,863
-100
2844
$287K ﹤0.01%
13,961
-32,674
2845
$287K ﹤0.01%
21,857
-896
2846
$287K ﹤0.01%
15,289
-807
2847
$284K ﹤0.01%
16,769
-6,383
2848
$284K ﹤0.01%
108,279
+75,300
2849
$283K ﹤0.01%
21,869
-240
2850
$283K ﹤0.01%
27,484
-760
112 113
114
115 116