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
3401
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-11,200
3402
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-6,068
3403
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-9,250
3404
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-18,586
3405
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3406
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-14,872
3407
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-701
3408
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-99,524
3409
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-10,339
3410
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-1,200
3411
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-56,449
3412
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-14,376
3413
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-46,892
3414
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-59,612
3415
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-10,200
3416
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3417
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3418
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3419
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3420
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3421
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3422
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-11,072
3423
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-4,946
3424
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-10,762
3425
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-6,143
135 136
137
138 139