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
3376
– –
-9,303
3377
– –
-3,954
3378
– –
-20,708
3379
– –
-8,290
3380
– –
-7,190
3381
– –
-10,755
3382
– –
-4,719
3383
– –
-3,586
3384
– –
-10,713
3385
– –
-12,887
3386
– –
-3,889
3387
– –
-26,689
3388
– –
-14,360
3389
– –
-30,512
3390
– –
-2,150
3391
– –
-10,036
3392
– –
-5,120
3393
– –
-14,661
3394
– –
-259,937
3395
– –
-14,823
3396
– –
-11,640
3397
– –
-4,689
3398
– –
-6,537
3399
– –
-15,905
3400
– –
-16,860
134 135
136
137 138