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
2851
$281K ﹤0.01%
19,275
-4,025
2852
$281K ﹤0.01%
8,397
+920
2853
$280K ﹤0.01%
8,563
+311
2854
$280K ﹤0.01%
+25,830
2855
$279K ﹤0.01%
5,152
+13
2856
$279K ﹤0.01%
11,058
2857
$279K ﹤0.01%
5,977
+61
2858
$279K ﹤0.01%
2,858
-208
2859
$279K ﹤0.01%
4,602
-6,970
2860
$278K ﹤0.01%
15,535
-519
2861
$277K ﹤0.01%
17,742
-90
2862
$277K ﹤0.01%
9,146
-1,045
2863
$277K ﹤0.01%
+35,150
2864
$277K ﹤0.01%
3,548
-272
2865
$277K ﹤0.01%
10,426
+453
2866
$276K ﹤0.01%
7,908
-109,031
2867
$276K ﹤0.01%
11,500
+472
2868
$276K ﹤0.01%
22,355
+1,567
2869
$275K ﹤0.01%
1,684
-92
2870
$275K ﹤0.01%
35,322
-2,317
2871
$274K ﹤0.01%
11,530
-38
2872
$274K ﹤0.01%
27,577
+12,649
2873
$274K ﹤0.01%
12,280
+620
2874
$273K ﹤0.01%
15,629
-8,993
2875
$272K ﹤0.01%
11,093
-33
113 114
115
116 117