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
2276
$734K ﹤0.01%
28,457
+18,089
2277
$733K ﹤0.01%
14,659
+10,140
2278
$733K ﹤0.01%
24,044
-9,584
2279
$731K ﹤0.01%
35,190
-4,791
2280
$731K ﹤0.01%
18,017
-2,790
2281
$730K ﹤0.01%
45,266
-1,060
2282
$729K ﹤0.01%
71,349
-2,773
2283
$729K ﹤0.01%
23,751
+1,761
2284
$728K ﹤0.01%
59,796
-1,584
2285
$727K ﹤0.01%
45,579
+470
2286
$726K ﹤0.01%
12,650
+6,251
2287
$726K ﹤0.01%
16,556
-435
2288
$726K ﹤0.01%
22,358
+2,264
2289
$725K ﹤0.01%
10,798
+6,394
2290
$725K ﹤0.01%
2,652
-417
2291
$724K ﹤0.01%
19,756
-152
2292
$723K ﹤0.01%
37,425
+938
2293
$722K ﹤0.01%
68,353
-1,833
2294
$721K ﹤0.01%
25,312
-5,374
2295
$719K ﹤0.01%
42,275
+609
2296
$718K ﹤0.01%
65,019
+48,365
2297
$718K ﹤0.01%
24,373
+1,733
2298
$715K ﹤0.01%
16,375
-513
2299
$711K ﹤0.01%
+46,848
2300
$711K ﹤0.01%
20,459
+583
90 91
92
93 94