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
2126
$902K ﹤0.01%
18,138
+356
2127
$902K ﹤0.01%
25,631
+522
2128
$902K ﹤0.01%
24,384
+389
2129
$900K ﹤0.01%
105,405
-2,895
2130
$898K ﹤0.01%
176,849
-129
2131
$898K ﹤0.01%
41,344
+5,194
2132
$898K ﹤0.01%
43,499
+2,193
2133
$897K ﹤0.01%
57,134
+138
2134
$897K ﹤0.01%
73,763
+7,687
2135
$896K ﹤0.01%
56,163
+23,262
2136
$895K ﹤0.01%
+18,089
2137
$894K ﹤0.01%
14,669
-2,533
2138
$892K ﹤0.01%
20,954
+1,605
2139
$891K ﹤0.01%
100,000
+49,806
2140
$886K ﹤0.01%
21,607
-380
2141
$886K ﹤0.01%
+52,766
2142
$884K ﹤0.01%
4,703
+1,099
2143
$884K ﹤0.01%
36,518
-1,987
2144
$877K ﹤0.01%
56,095
+2
2145
$876K ﹤0.01%
46,299
+12,004
2146
$874K ﹤0.01%
13,817
-244
2147
$873K ﹤0.01%
+33,528
2148
$873K ﹤0.01%
24,911
2149
$873K ﹤0.01%
21,071
+2,354
2150
$872K ﹤0.01%
41,231
+10,760
84 85
86
87 88