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
2201
$808K ﹤0.01%
47,758
-1,785
2202
$808K ﹤0.01%
73,322
-675
2203
$807K ﹤0.01%
20,455
+11,735
2204
$806K ﹤0.01%
12,288
+2,042
2205
$805K ﹤0.01%
54,571
-4,982
2206
$804K ﹤0.01%
13,263
+9,443
2207
$804K ﹤0.01%
26,666
-100
2208
$802K ﹤0.01%
138,776
-445
2209
$802K ﹤0.01%
18,432
+1,550
2210
$801K ﹤0.01%
17,150
+8,252
2211
$800K ﹤0.01%
31,315
-1,433
2212
$799K ﹤0.01%
69,431
-18,567
2213
$799K ﹤0.01%
35,538
+2,970
2214
$798K ﹤0.01%
8,242
+5,111
2215
$797K ﹤0.01%
193,539
+26,213
2216
$797K ﹤0.01%
47,091
+557
2217
$795K ﹤0.01%
25,816
-10,147
2218
$793K ﹤0.01%
17,362
-4
2219
$793K ﹤0.01%
72,202
-10,469
2220
$788K ﹤0.01%
8,261
+4,234
2221
$787K ﹤0.01%
76,407
-7,025
2222
$786K ﹤0.01%
54,892
-1,570
2223
$785K ﹤0.01%
9,039
+804
2224
$785K ﹤0.01%
12,533
-395
2225
$784K ﹤0.01%
107,684
+86,476
87 88
89
90 91