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
3126
$133K ﹤0.01%
17,127
+493
3127
$133K ﹤0.01%
98,280
+23,637
3128
$132K ﹤0.01%
13,012
+239
3129
$132K ﹤0.01%
37,122
+13,018
3130
$132K ﹤0.01%
2,481
+409
3131
$131K ﹤0.01%
7,565
-2,660
3132
$129K ﹤0.01%
15,200
3133
$128K ﹤0.01%
10,211
-2,450
3134
$127K ﹤0.01%
2,470
-154
3135
$127K ﹤0.01%
15,300
+3,095
3136
$127K ﹤0.01%
19,089
-1,947
3137
$126K ﹤0.01%
16,089
+685
3138
$125K ﹤0.01%
12,130
3139
$125K ﹤0.01%
15,770
+43
3140
$124K ﹤0.01%
46,000
-2,000
3141
$123K ﹤0.01%
+11,550
3142
$123K ﹤0.01%
13,507
-649
3143
$123K ﹤0.01%
12,016
+47
3144
$122K ﹤0.01%
156,830
+5,057
3145
$122K ﹤0.01%
29,067
+200
3146
$122K ﹤0.01%
12,677
3147
$121K ﹤0.01%
14,949
3148
$121K ﹤0.01%
+10,766
3149
$121K ﹤0.01%
17,757
-77
3150
$118K ﹤0.01%
22,540
+11,323
124 125
126
127 128