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
2976
$226K ﹤0.01%
+2,742
2977
$226K ﹤0.01%
5,227
+51
2978
$226K ﹤0.01%
15,145
+712
2979
$226K ﹤0.01%
+5,135
2980
$224K ﹤0.01%
+6,228
2981
$224K ﹤0.01%
+10,564
2982
$224K ﹤0.01%
21,335
+8,335
2983
$224K ﹤0.01%
+1,218
2984
$224K ﹤0.01%
7,313
+13
2985
$224K ﹤0.01%
+9,430
2986
$223K ﹤0.01%
19,588
2987
$222K ﹤0.01%
23,530
-129
2988
$222K ﹤0.01%
60,235
-300
2989
$222K ﹤0.01%
6,695
-34
2990
$222K ﹤0.01%
+1,621
2991
$221K ﹤0.01%
20,094
+6,380
2992
$221K ﹤0.01%
+6,941
2993
$220K ﹤0.01%
21,090
+383
2994
$220K ﹤0.01%
9,122
+1
2995
$220K ﹤0.01%
+9,992
2996
$219K ﹤0.01%
2,606
+34
2997
$219K ﹤0.01%
1,503
-21
2998
$219K ﹤0.01%
+6,459
2999
$219K ﹤0.01%
6,153
+85
3000
$219K ﹤0.01%
6,548
-1,964
118 119
120
121 122