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
3151
$117K ﹤0.01%
12,907
-1,093
3152
$117K ﹤0.01%
28,334
-4,888
3153
$117K ﹤0.01%
+20,462
3154
$116K ﹤0.01%
11,641
-3,150
3155
$116K ﹤0.01%
14,125
+1,264
3156
$114K ﹤0.01%
14,780
3157
$114K ﹤0.01%
21,253
-110,100
3158
$114K ﹤0.01%
11,469
-2,034
3159
$112K ﹤0.01%
18,233
+325
3160
$112K ﹤0.01%
11,725
-169
3161
$112K ﹤0.01%
17,829
3162
$111K ﹤0.01%
2,362
-7
3163
$111K ﹤0.01%
43,319
+2,819
3164
$110K ﹤0.01%
537
+8
3165
$109K ﹤0.01%
28,513
+394
3166
$109K ﹤0.01%
25,839
3167
$109K ﹤0.01%
10,656
+26
3168
$106K ﹤0.01%
15,265
3169
$106K ﹤0.01%
+3,825
3170
$104K ﹤0.01%
+10,322
3171
$103K ﹤0.01%
14,312
-3,294
3172
$101K ﹤0.01%
10,807
-230
3173
$100K ﹤0.01%
10,678
+21
3174
$97.2K ﹤0.01%
34,100
-200
3175
$96.2K ﹤0.01%
51,465
-938
125 126
127
128 129