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
2901
$260K ﹤0.01%
+55,416
2902
$260K ﹤0.01%
84,515
+265
2903
$260K ﹤0.01%
4,660
-16,868
2904
$260K ﹤0.01%
29,518
+5,228
2905
$259K ﹤0.01%
3,399
+162
2906
$258K ﹤0.01%
6,453
-47
2907
$258K ﹤0.01%
30,725
-52,759
2908
$258K ﹤0.01%
46,275
+10
2909
$258K ﹤0.01%
4,229
-295
2910
$257K ﹤0.01%
18,297
+5,396
2911
$256K ﹤0.01%
+8,230
2912
$255K ﹤0.01%
58,725
+19,225
2913
$255K ﹤0.01%
13,460
+769
2914
$255K ﹤0.01%
11,517
-1,201
2915
$254K ﹤0.01%
65,193
-163,218
2916
$253K ﹤0.01%
10,143
-6,451
2917
$252K ﹤0.01%
5,375
-1,279
2918
$251K ﹤0.01%
10,917
+478
2919
$251K ﹤0.01%
20,688
+4,147
2920
$251K ﹤0.01%
5,800
-5,848
2921
$251K ﹤0.01%
14,204
-1,086
2922
$248K ﹤0.01%
+2,718
2923
$248K ﹤0.01%
2,591
2924
$248K ﹤0.01%
11,723
+922
2925
$248K ﹤0.01%
+5,955
115 116
117
118 119