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
3001
$218K ﹤0.01%
+8,101
3002
$217K ﹤0.01%
+8,496
3003
$217K ﹤0.01%
+1,483
3004
$217K ﹤0.01%
4,407
-1,353
3005
$216K ﹤0.01%
+6,703
3006
$216K ﹤0.01%
34,456
-11,872
3007
$216K ﹤0.01%
25,915
+13,900
3008
$215K ﹤0.01%
7,022
+338
3009
$215K ﹤0.01%
50,000
+20,000
3010
$214K ﹤0.01%
17,961
+6,520
3011
$214K ﹤0.01%
4,899
+99
3012
$213K ﹤0.01%
21,521
-3,955
3013
$213K ﹤0.01%
+9,206
3014
$213K ﹤0.01%
20,587
+6,500
3015
$213K ﹤0.01%
31,669
-24,446
3016
$213K ﹤0.01%
13,616
+539
3017
$212K ﹤0.01%
13,683
+2,410
3018
$212K ﹤0.01%
+10,534
3019
$212K ﹤0.01%
72,035
+2,140
3020
$211K ﹤0.01%
14,489
-466
3021
$211K ﹤0.01%
+8,216
3022
$211K ﹤0.01%
+2,212
3023
$211K ﹤0.01%
6,758
+37
3024
$211K ﹤0.01%
2,278
-3,507
3025
$210K ﹤0.01%
+3,514
119 120
121
122 123