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
3051
$200K ﹤0.01%
+4,000
3052
$200K ﹤0.01%
+5,219
3053
$199K ﹤0.01%
60,519
+7,109
3054
$197K ﹤0.01%
31,696
3055
$196K ﹤0.01%
18,695
+7,975
3056
$196K ﹤0.01%
10,971
-32
3057
$195K ﹤0.01%
17,314
+11
3058
$195K ﹤0.01%
69,999
+1,266
3059
$193K ﹤0.01%
+16,297
3060
$188K ﹤0.01%
49,197
+1,790
3061
$188K ﹤0.01%
14,779
+1,812
3062
$188K ﹤0.01%
16,032
-70
3063
$185K ﹤0.01%
+16,333
3064
$184K ﹤0.01%
35,795
+5,150
3065
$184K ﹤0.01%
20,549
+896
3066
$184K ﹤0.01%
20,659
+5,561
3067
$183K ﹤0.01%
+10,316
3068
$183K ﹤0.01%
35,517
-175
3069
$183K ﹤0.01%
+15,317
3070
$183K ﹤0.01%
18,413
-515
3071
$182K ﹤0.01%
15,066
+557
3072
$182K ﹤0.01%
10,927
-68
3073
$181K ﹤0.01%
+12,259
3074
$179K ﹤0.01%
15,758
-3,832
3075
$178K ﹤0.01%
18,056
-11,168
121 122
123
124 125