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
2076
$983K ﹤0.01%
+35,628
2077
$980K ﹤0.01%
20,000
+12,318
2078
$980K ﹤0.01%
39,372
-6,268
2079
$978K ﹤0.01%
100,080
+10,795
2080
$978K ﹤0.01%
80,060
+19,921
2081
$977K ﹤0.01%
38,330
-1,482
2082
$976K ﹤0.01%
147,939
+447
2083
$974K ﹤0.01%
44,758
-355
2084
$971K ﹤0.01%
60,118
-2,595
2085
$968K ﹤0.01%
+40,587
2086
$967K ﹤0.01%
24,481
-761
2087
$966K ﹤0.01%
119,588
-192
2088
$962K ﹤0.01%
76,164
-1,864
2089
$959K ﹤0.01%
29,602
+972
2090
$958K ﹤0.01%
251,527
+672
2091
$958K ﹤0.01%
222,685
+151,268
2092
$957K ﹤0.01%
24,071
+8,475
2093
$956K ﹤0.01%
112,165
+66,913
2094
$950K ﹤0.01%
37,271
-631
2095
$950K ﹤0.01%
49,508
+523
2096
$948K ﹤0.01%
102,710
-1,351
2097
$946K ﹤0.01%
36,058
+1,821
2098
$944K ﹤0.01%
57,558
-12,222
2099
$942K ﹤0.01%
25,010
-1,966
2100
$941K ﹤0.01%
37,500
+9,903
82 83
84
85 86