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
2326
$683K ﹤0.01%
11,866
-5,500
2327
$682K ﹤0.01%
63,697
-4,245
2328
$681K ﹤0.01%
13,165
-848
2329
$679K ﹤0.01%
58,525
+5,434
2330
$677K ﹤0.01%
7,005
+90
2331
$676K ﹤0.01%
55,408
+8,048
2332
$675K ﹤0.01%
70,416
-979
2333
$675K ﹤0.01%
11,671
-205
2334
$673K ﹤0.01%
+81,338
2335
$672K ﹤0.01%
17,518
+6,187
2336
$670K ﹤0.01%
44,315
+9,071
2337
$670K ﹤0.01%
66,681
+1,637
2338
$669K ﹤0.01%
86,173
-15,004
2339
$668K ﹤0.01%
16,700
-5,379
2340
$667K ﹤0.01%
60,777
+4,073
2341
$666K ﹤0.01%
24,659
+12,510
2342
$666K ﹤0.01%
19,686
-192
2343
$664K ﹤0.01%
7,188
-894
2344
$663K ﹤0.01%
18,380
-9,638
2345
$663K ﹤0.01%
66,652
+6,647
2346
$662K ﹤0.01%
134,755
+1,033
2347
$662K ﹤0.01%
12,621
-10,688
2348
$661K ﹤0.01%
22,257
+4,839
2349
$661K ﹤0.01%
11,912
+97
2350
$659K ﹤0.01%
15,224
+4,182
92 93
94
95 96