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
2351
$659K ﹤0.01%
11,384
-373
2352
$657K ﹤0.01%
+35,132
2353
$657K ﹤0.01%
17,207
+547
2354
$657K ﹤0.01%
27,242
-100
2355
$656K ﹤0.01%
16,237
-1,433
2356
$656K ﹤0.01%
+17,421
2357
$655K ﹤0.01%
13,314
-9,141
2358
$655K ﹤0.01%
19,453
+1,219
2359
$655K ﹤0.01%
5,892
+3,094
2360
$655K ﹤0.01%
18,314
+3,397
2361
$652K ﹤0.01%
36,287
+4,280
2362
$652K ﹤0.01%
86,044
-3,436
2363
$650K ﹤0.01%
11,788
-8,643
2364
$649K ﹤0.01%
8,715
-142
2365
$647K ﹤0.01%
7,314
+502
2366
$645K ﹤0.01%
11,829
-1,304
2367
$641K ﹤0.01%
15,454
+35
2368
$640K ﹤0.01%
30,749
-11,781
2369
$640K ﹤0.01%
11,225
-146
2370
$639K ﹤0.01%
9,878
-858
2371
$638K ﹤0.01%
+10,632
2372
$637K ﹤0.01%
17,687
+118
2373
$637K ﹤0.01%
15,597
-143
2374
$634K ﹤0.01%
14,456
-1,504
2375
$634K ﹤0.01%
6,920
+38
93 94
95
96 97