Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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 9.58%
4 Consumer Staples 8.76%
5 Financials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
-259,937
3452
-14,823
3453
-11,640
3454
-4,689
3455
-6,537