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
2926
$247K ﹤0.01%
+7,756
2927
$247K ﹤0.01%
15,394
+4,405
2928
$247K ﹤0.01%
23,610
+143
2929
$246K ﹤0.01%
9,284
-10,146
2930
$246K ﹤0.01%
6,433
-1,014
2931
$246K ﹤0.01%
3,400
-622
2932
$246K ﹤0.01%
2,580
+26
2933
$245K ﹤0.01%
2,335
-1,271
2934
$245K ﹤0.01%
23,750
+4,150
2935
$245K ﹤0.01%
23,640
-16
2936
$245K ﹤0.01%
24,148
+132
2937
$244K ﹤0.01%
66,759
+5,328
2938
$244K ﹤0.01%
+26,170
2939
$244K ﹤0.01%
+16,665
2940
$244K ﹤0.01%
21,274
-8,020
2941
$243K ﹤0.01%
+7,200
2942
$243K ﹤0.01%
12,231
-525
2943
$243K ﹤0.01%
13,002
-225
2944
$243K ﹤0.01%
9,639
2945
$242K ﹤0.01%
8,620
-10,690
2946
$242K ﹤0.01%
18,064
+902
2947
$242K ﹤0.01%
20,520
+283
2948
$241K ﹤0.01%
88,356
+4,201
2949
$241K ﹤0.01%
12,126
-448
2950
$239K ﹤0.01%
5,741
-78
116 117
118
119 120