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 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3351
– –
-5,550
3352
– –
-7,144
3353
– –
-11,072
3354
– –
-4,946
3355
– –
-10,762
3356
– –
-6,143
3357
– –
-60
3358
– –
-11,135
3359
– –
-48,296
3360
– –
-8,466
3361
– –
-64,376
3362
– –
-24,691
3363
– –
-15,740
3364
– –
-23,083
3365
– –
-11,037
3366
– –
-25,247
3367
– –
-11,240
3368
– –
-60,292
3369
– –
-38,521
3370
– –
-8,287
3371
– –
-2,444
3372
– –
-13,037
3373
– –
-12,608
3374
– –
-21,049
3375
– –
-10,203
133 134
135
136 137