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
2301
$710K ﹤0.01%
18,888
-4,840
2302
$708K ﹤0.01%
2,391
-13
2303
$708K ﹤0.01%
25,100
+329
2304
$707K ﹤0.01%
75,209
+9,942
2305
$706K ﹤0.01%
23,955
+30
2306
$705K ﹤0.01%
18,300
-25,285
2307
$704K ﹤0.01%
22,183
-38,452
2308
$702K ﹤0.01%
8,483
-1,912
2309
$698K ﹤0.01%
74,220
-22,284
2310
$698K ﹤0.01%
16,996
+3,313
2311
$698K ﹤0.01%
+30,195
2312
$692K ﹤0.01%
104,342
-86,804
2313
$692K ﹤0.01%
62,422
+7,467
2314
$691K ﹤0.01%
6,788
+825
2315
$690K ﹤0.01%
105,038
+26,971
2316
$690K ﹤0.01%
34,242
+1,890
2317
$689K ﹤0.01%
11,309
-312
2318
$688K ﹤0.01%
13,903
-3,079
2319
$688K ﹤0.01%
40,360
-4,424
2320
$688K ﹤0.01%
45,652
-1,504
2321
$687K ﹤0.01%
31,737
+211
2322
$686K ﹤0.01%
+4,032
2323
$686K ﹤0.01%
17,503
-780
2324
$685K ﹤0.01%
30,303
-1,144
2325
$684K ﹤0.01%
+25,145
91 92
93
94 95