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
3276
$18K ﹤0.01%
+17,000
3277
$17.6K ﹤0.01%
5
3278
$16.2K ﹤0.01%
13,210
3279
$15.1K ﹤0.01%
18,250
+5,000
3280
$14.3K ﹤0.01%
5
3281
$14.2K ﹤0.01%
354
-89
3282
$14.1K ﹤0.01%
27,200
+2,700
3283
$13.6K ﹤0.01%
1,250
+150
3284
$13.5K ﹤0.01%
+11,500
3285
$13.2K ﹤0.01%
849
+34
3286
$12.5K ﹤0.01%
+10,997
3287
$11.2K ﹤0.01%
1,139
-38
3288
$10.9K ﹤0.01%
825
3289
$9.5K ﹤0.01%
54
-103
3290
$9.08K ﹤0.01%
10,200
+100
3291
$7.97K ﹤0.01%
+769
3292
$7.81K ﹤0.01%
251
+1
3293
$7.74K ﹤0.01%
1,330
-639
3294
$7K ﹤0.01%
1,000
3295
$6.48K ﹤0.01%
510
-26
3296
$6.09K ﹤0.01%
25,500
3297
$3.98K ﹤0.01%
24,876
3298
$2.75K ﹤0.01%
+88,800
3299
$207 ﹤0.01%
10,401
+100
3300
– –
-788
130 131
132
133 134