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
2426
$585K ﹤0.01%
7,211
-351
2427
$584K ﹤0.01%
72,100
-5,550
2428
$582K ﹤0.01%
11,083
-51
2429
$581K ﹤0.01%
8,051
-719
2430
$577K ﹤0.01%
27,071
-3,358
2431
$576K ﹤0.01%
52,536
+34,012
2432
$575K ﹤0.01%
139,904
-18,825
2433
$575K ﹤0.01%
15,561
-3,275
2434
$574K ﹤0.01%
24,569
-99,797
2435
$573K ﹤0.01%
24,686
-314
2436
$573K ﹤0.01%
76,946
-82,820
2437
$572K ﹤0.01%
58,347
-2,503
2438
$572K ﹤0.01%
+26,622
2439
$572K ﹤0.01%
39,024
-11,187
2440
$572K ﹤0.01%
9,458
+2,131
2441
$571K ﹤0.01%
26,851
-4,170
2442
$571K ﹤0.01%
11,472
-751
2443
$570K ﹤0.01%
11,931
+663
2444
$569K ﹤0.01%
191,664
+91,128
2445
$568K ﹤0.01%
26,807
-33,356
2446
$567K ﹤0.01%
39,527
+15,440
2447
$564K ﹤0.01%
9,988
+237
2448
$562K ﹤0.01%
31,481
+373
2449
$561K ﹤0.01%
50,880
-2,123
2450
$560K ﹤0.01%
9,640
+227
96 97
98
99 100