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
2951
$237K ﹤0.01%
+2,045
2952
$237K ﹤0.01%
+1,708
2953
$237K ﹤0.01%
13,649
-366
2954
$235K ﹤0.01%
6,034
2955
$235K ﹤0.01%
10,632
-116
2956
$234K ﹤0.01%
4,670
+10
2957
$232K ﹤0.01%
21,983
+4,567
2958
$232K ﹤0.01%
+8,284
2959
$231K ﹤0.01%
+7,609
2960
$231K ﹤0.01%
12,625
-2,385
2961
$230K ﹤0.01%
+14,620
2962
$230K ﹤0.01%
8,213
-1,394
2963
$230K ﹤0.01%
4,961
+730
2964
$229K ﹤0.01%
4,650
+350
2965
$229K ﹤0.01%
10,635
+392
2966
$229K ﹤0.01%
98,581
+62,281
2967
$229K ﹤0.01%
+4,196
2968
$229K ﹤0.01%
26,055
-1,988
2969
$228K ﹤0.01%
17,949
+275
2970
$228K ﹤0.01%
11,189
-32
2971
$228K ﹤0.01%
+2,544
2972
$228K ﹤0.01%
34,217
-7,980
2973
$227K ﹤0.01%
285,052
-54,801
2974
$227K ﹤0.01%
+5,501
2975
$227K ﹤0.01%
+2,353
117 118
119
120 121