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
3026
$210K ﹤0.01%
16,301
-5,646
3027
$210K ﹤0.01%
905
-421
3028
$209K ﹤0.01%
24,560
+10,784
3029
$209K ﹤0.01%
+7,400
3030
$208K ﹤0.01%
+6,274
3031
$208K ﹤0.01%
+4,996
3032
$208K ﹤0.01%
8,295
3033
$208K ﹤0.01%
+1,773
3034
$207K ﹤0.01%
+7,178
3035
$207K ﹤0.01%
+8,991
3036
$207K ﹤0.01%
+3,061
3037
$207K ﹤0.01%
+3,674
3038
$205K ﹤0.01%
+2,257
3039
$204K ﹤0.01%
2,098
-2,921
3040
$204K ﹤0.01%
8,141
3041
$203K ﹤0.01%
18,919
+3
3042
$203K ﹤0.01%
146,014
+5,800
3043
$202K ﹤0.01%
21,520
-695
3044
$201K ﹤0.01%
93,930
+76,461
3045
$201K ﹤0.01%
+5,116
3046
$201K ﹤0.01%
14,939
+604
3047
$201K ﹤0.01%
+8,044
3048
$201K ﹤0.01%
23,359
+1,274
3049
$201K ﹤0.01%
57,948
-202
3050
$201K ﹤0.01%
7,829
-138
120 121
122
123 124