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
2101
$941K ﹤0.01%
5,178
+1,221
2102
$939K ﹤0.01%
50,776
+5,663
2103
$939K ﹤0.01%
10,858
-624
2104
$938K ﹤0.01%
53,960
+2,890
2105
$936K ﹤0.01%
6,433
+140
2106
$936K ﹤0.01%
39,744
+15,494
2107
$927K ﹤0.01%
53,785
+1,359
2108
$926K ﹤0.01%
33,885
-4,666
2109
$925K ﹤0.01%
109,888
+14,633
2110
$921K ﹤0.01%
26,997
-2,115
2111
$920K ﹤0.01%
5,037
+2,302
2112
$920K ﹤0.01%
2,989
+6
2113
$917K ﹤0.01%
86,456
+8,538
2114
$915K ﹤0.01%
155,949
+7,612
2115
$915K ﹤0.01%
18,432
+1,177
2116
$912K ﹤0.01%
18,135
-1,286
2117
$912K ﹤0.01%
72,183
-21,538
2118
$911K ﹤0.01%
13,252
-5,529
2119
$911K ﹤0.01%
32,324
+4,083
2120
$910K ﹤0.01%
19,705
+4,040
2121
$910K ﹤0.01%
148,893
+10,968
2122
$910K ﹤0.01%
27,948
2123
$909K ﹤0.01%
11,706
-4,160
2124
$906K ﹤0.01%
17,964
-2,918
2125
$905K ﹤0.01%
31,816
+12,503
83 84
85
86 87