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
2401
$614K ﹤0.01%
3,475
+1,170
2402
$614K ﹤0.01%
+24,027
2403
$613K ﹤0.01%
39,143
-4,096
2404
$612K ﹤0.01%
33,535
-6,370
2405
$611K ﹤0.01%
20,900
-3,250
2406
$610K ﹤0.01%
21,682
+420
2407
$609K ﹤0.01%
11,506
+488
2408
$607K ﹤0.01%
6,334
-260,656
2409
$605K ﹤0.01%
31,689
-3,841
2410
$605K ﹤0.01%
7,651
+2,071
2411
$603K ﹤0.01%
9,943
+34
2412
$603K ﹤0.01%
8,539
+4,489
2413
$602K ﹤0.01%
70,266
-30,868
2414
$602K ﹤0.01%
9,414
+1,525
2415
$602K ﹤0.01%
46,991
+5,173
2416
$602K ﹤0.01%
78,321
-1,843
2417
$601K ﹤0.01%
86,335
+8,513
2418
$597K ﹤0.01%
57,336
-8,166
2419
$596K ﹤0.01%
57,738
+21,298
2420
$594K ﹤0.01%
8,015
+1,150
2421
$593K ﹤0.01%
9,934
+1,760
2422
$588K ﹤0.01%
39,126
-8,845
2423
$588K ﹤0.01%
12,152
+4,404
2424
$586K ﹤0.01%
31,168
-597
2425
$586K ﹤0.01%
33,211
-732
95 96
97
98 99