Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$266M
2
+$265M
3
+$248M
4
NKE icon
Nike
NKE
+$237M
5
TXN icon
Texas Instruments
TXN
+$236M

Top Sells

1
+$406M
2
+$381M
3
+$315M
4
BDX icon
Becton Dickinson
BDX
+$235M
5
AAPL icon
Apple
AAPL
+$129M

Sector Composition

1 Technology 17.05%
2 Healthcare 10.73%
3 Industrials 9.57%
4 Consumer Staples 8.76%
5 Financials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$77.1K ﹤0.01%
10,359
-3,427
3202
$75.7K ﹤0.01%
26,179
-575
3203
$73.5K ﹤0.01%
19,908
+1,136
3204
$72.7K ﹤0.01%
1,594
-45
3205
$72.6K ﹤0.01%
15,150
-5,000
3206
$70.8K ﹤0.01%
40,000
3207
$70.8K ﹤0.01%
10,407
+407
3208
$70.1K ﹤0.01%
16,316
-174,205
3209
$69.5K ﹤0.01%
20,275
-2,284
3210
$68.7K ﹤0.01%
2,173
+29
3211
$65.4K ﹤0.01%
12,505
+2,505
3212
$65.4K ﹤0.01%
11,550
-119
3213
$62.7K ﹤0.01%
36,401
3214
$62.7K ﹤0.01%
1,295
-35
3215
$62.2K ﹤0.01%
+19,272
3216
$60.3K ﹤0.01%
9,524
+358
3217
$58.7K ﹤0.01%
20,592
-500
3218
$56K ﹤0.01%
11,412
-2,200
3219
$55.5K ﹤0.01%
10,429
-178
3220
$55.1K ﹤0.01%
51,050
+4,000
3221
$55K ﹤0.01%
10,000
-300
3222
$54.3K ﹤0.01%
10,500
3223
$53.8K ﹤0.01%
+11,877
3224
$52.9K ﹤0.01%
15,500
3225
$52.3K ﹤0.01%
34,659
-1,222
127 128
129
130 131