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
3101
$156K ﹤0.01%
+15,895
3102
$155K ﹤0.01%
13,970
+154
3103
$155K ﹤0.01%
11,100
-125
3104
$153K ﹤0.01%
10,000
3105
$153K ﹤0.01%
+10,242
3106
$150K ﹤0.01%
12,057
-29,813
3107
$150K ﹤0.01%
13,816
-623
3108
$148K ﹤0.01%
+11,925
3109
$148K ﹤0.01%
24,729
+510
3110
$146K ﹤0.01%
11,775
3111
$146K ﹤0.01%
19,877
-2,275
3112
$145K ﹤0.01%
+12,107
3113
$144K ﹤0.01%
13,075
-700
3114
$144K ﹤0.01%
16,995
-713
3115
$143K ﹤0.01%
+28,133
3116
$143K ﹤0.01%
13,214
+154
3117
$143K ﹤0.01%
30,962
-9,463
3118
$141K ﹤0.01%
62,926
+3,535
3119
$139K ﹤0.01%
10,190
-5,647
3120
$138K ﹤0.01%
23,081
-228
3121
$136K ﹤0.01%
11,999
3122
$136K ﹤0.01%
11,040
-1,079
3123
$135K ﹤0.01%
+13,250
3124
$133K ﹤0.01%
+11,346
3125
$133K ﹤0.01%
11,589
123 124
125
126 127