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
2226
$784K ﹤0.01%
80,553
-19,425
2227
$782K ﹤0.01%
2,185
+365
2228
$782K ﹤0.01%
21,031
-4,218
2229
$781K ﹤0.01%
22,262
+2,717
2230
$780K ﹤0.01%
42,947
+2,871
2231
$780K ﹤0.01%
5,486
+781
2232
$778K ﹤0.01%
22,204
+3,100
2233
$778K ﹤0.01%
28,544
+1,413
2234
$777K ﹤0.01%
24,790
+2,370
2235
$774K ﹤0.01%
60,644
-4,458
2236
$774K ﹤0.01%
38,481
-6,769
2237
$773K ﹤0.01%
53,730
+330
2238
$772K ﹤0.01%
24,508
+365
2239
$772K ﹤0.01%
83,362
-2,485
2240
$772K ﹤0.01%
8,085
+806
2241
$771K ﹤0.01%
35,428
-43,419
2242
$770K ﹤0.01%
64,280
-15,701
2243
$770K ﹤0.01%
6,001
-10,091
2244
$768K ﹤0.01%
+10,124
2245
$759K ﹤0.01%
53,182
+2,328
2246
$759K ﹤0.01%
8,645
-1,355
2247
$759K ﹤0.01%
9,645
-1
2248
$757K ﹤0.01%
17,747
+2,715
2249
$755K ﹤0.01%
10,519
2250
$754K ﹤0.01%
9,954
+3,412
88 89
90
91 92