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
2251
$753K ﹤0.01%
+60,100
2252
$753K ﹤0.01%
+24,739
2253
$753K ﹤0.01%
+8,377
2254
$752K ﹤0.01%
26,958
+3,820
2255
$752K ﹤0.01%
51,239
-15,994
2256
$750K ﹤0.01%
39,961
+18,410
2257
$750K ﹤0.01%
70,759
+10,998
2258
$750K ﹤0.01%
4,089
+1,157
2259
$749K ﹤0.01%
+22,324
2260
$749K ﹤0.01%
119,100
-174
2261
$749K ﹤0.01%
10,127
-2,107
2262
$748K ﹤0.01%
65,918
-9,704
2263
$748K ﹤0.01%
18,129
-371
2264
$746K ﹤0.01%
16,676
-314
2265
$746K ﹤0.01%
42,693
-14,741
2266
$746K ﹤0.01%
9,043
+410
2267
$745K ﹤0.01%
33,633
-1,064
2268
$745K ﹤0.01%
16,235
-645
2269
$744K ﹤0.01%
21,400
-4,489
2270
$744K ﹤0.01%
70,953
-4,429
2271
$742K ﹤0.01%
139,507
+42,925
2272
$741K ﹤0.01%
191,846
+20,687
2273
$739K ﹤0.01%
7,636
-26
2274
$735K ﹤0.01%
38,522
-12,718
2275
$734K ﹤0.01%
10,490
-5,394
89 90
91
92 93