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
2376
$634K ﹤0.01%
45,159
-775
2377
$634K ﹤0.01%
5,214
-54
2378
$634K ﹤0.01%
34,231
-573
2379
$632K ﹤0.01%
18,420
+614
2380
$631K ﹤0.01%
16,192
-1,220
2381
$631K ﹤0.01%
+7,083
2382
$630K ﹤0.01%
20,135
-21,410
2383
$629K ﹤0.01%
8,268
+110
2384
$629K ﹤0.01%
21,380
-503
2385
$628K ﹤0.01%
408,046
+177,508
2386
$628K ﹤0.01%
9,586
-27,451
2387
$628K ﹤0.01%
8,257
+5,508
2388
$626K ﹤0.01%
49,167
+9,018
2389
$626K ﹤0.01%
24,416
-766
2390
$625K ﹤0.01%
32,065
-35
2391
$621K ﹤0.01%
174,886
+52,197
2392
$620K ﹤0.01%
9,781
+28
2393
$619K ﹤0.01%
31,019
-4,268
2394
$618K ﹤0.01%
3,174
-776
2395
$618K ﹤0.01%
25,786
-41,593
2396
$617K ﹤0.01%
58,803
+5,454
2397
$617K ﹤0.01%
12,470
-60,735
2398
$616K ﹤0.01%
23,829
-86,599
2399
$616K ﹤0.01%
27,368
+644
2400
$614K ﹤0.01%
30,440
+342
94 95
96
97 98