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
2151
$870K ﹤0.01%
70,820
+120
2152
$869K ﹤0.01%
55,076
+3,727
2153
$868K ﹤0.01%
31,047
+15,226
2154
$867K ﹤0.01%
8,345
-136
2155
$866K ﹤0.01%
14,887
-3,294
2156
$866K ﹤0.01%
95,976
+13,198
2157
$863K ﹤0.01%
+21,464
2158
$863K ﹤0.01%
82,961
+9,460
2159
$863K ﹤0.01%
24,216
+9,603
2160
$862K ﹤0.01%
18,972
-94
2161
$861K ﹤0.01%
17,995
+1,716
2162
$860K ﹤0.01%
162,048
-18,454
2163
$860K ﹤0.01%
22,319
+821
2164
$859K ﹤0.01%
10,909
+89
2165
$857K ﹤0.01%
19,097
-590
2166
$856K ﹤0.01%
18,005
+2,404
2167
$851K ﹤0.01%
+62,188
2168
$851K ﹤0.01%
25,688
+6,234
2169
$849K ﹤0.01%
230,156
-20,071
2170
$847K ﹤0.01%
19,809
-1,724
2171
$847K ﹤0.01%
108,727
+44,669
2172
$843K ﹤0.01%
11,716
+3,694
2173
$842K ﹤0.01%
55,832
+4,352
2174
$842K ﹤0.01%
20,227
-2,952
2175
$840K ﹤0.01%
31,365
+1,541
85 86
87
88 89