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
3401
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-14,823
3402
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3403
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3404
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3405
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3406
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3407
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-12,000
3408
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3409
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-10,000
3410
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3411
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3412
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3413
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3414
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3415
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3416
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3419
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3420
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3421
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3422
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3423
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3424
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-166,446
3425
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-20,406
135 136
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