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 9.58%
4 Consumer Staples 8.76%
5 Financials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$7.14M 0.01%
389,977
+79,080
827
$7.12M 0.01%
175,823
+33,685
828
$7.12M 0.01%
338,051
+17,531
829
$7.07M 0.01%
42,028
-246
830
$7.05M 0.01%
37,251
-3,096
831
$7.04M 0.01%
115,845
+18,104
832
$7.03M 0.01%
136,788
-23,407
833
$7.02M 0.01%
92,289
+22,762
834
$6.98M 0.01%
187,146
-54,956
835
$6.97M 0.01%
186,346
-25,361
836
$6.96M 0.01%
163,800
+36,800
837
$6.93M 0.01%
112,730
-2,356
838
$6.93M 0.01%
139,693
-151,341
839
$6.91M 0.01%
94,758
+549
840
$6.91M 0.01%
143,382
+48,898
841
$6.9M 0.01%
195,631
+7,030
842
$6.87M 0.01%
117,755
-13,457
843
$6.86M 0.01%
108,520
-7,842
844
$6.86M 0.01%
381,922
+364,121
845
$6.86M 0.01%
130,871
-29,607
846
$6.85M 0.01%
124,355
-28,324
847
$6.84M 0.01%
170,023
-25,478
848
$6.79M 0.01%
72,009
-4,133
849
$6.78M 0.01%
395,359
-8,959
850
$6.75M 0.01%
41,437
+5,355
32 33
34
35 36