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
2451
$559K ﹤0.01%
16,854
+7,308
2452
$558K ﹤0.01%
+24,129
2453
$557K ﹤0.01%
44,932
-15,565
2454
$557K ﹤0.01%
28,239
+852
2455
$556K ﹤0.01%
+42,933
2456
$556K ﹤0.01%
15,583
+3,120
2457
$556K ﹤0.01%
24,912
-24
2458
$554K ﹤0.01%
5,680
+809
2459
$554K ﹤0.01%
10,588
+5,260
2460
$554K ﹤0.01%
6,675
+2,074
2461
$549K ﹤0.01%
48,155
-5,147
2462
$548K ﹤0.01%
14,991
-8,751
2463
$548K ﹤0.01%
21,096
-6,420
2464
$548K ﹤0.01%
72,622
-1,961
2465
$547K ﹤0.01%
15,020
-31,168
2466
$546K ﹤0.01%
+10,877
2467
$545K ﹤0.01%
+18,979
2468
$545K ﹤0.01%
53,341
-1,014
2469
$544K ﹤0.01%
5,560
+222
2470
$544K ﹤0.01%
+20,694
2471
$544K ﹤0.01%
25,750
-400
2472
$543K ﹤0.01%
10,180
-6,855
2473
$539K ﹤0.01%
16,101
+8,052
2474
$537K ﹤0.01%
13,474
-28,814
2475
$537K ﹤0.01%
20,516
-564
97 98
99
100 101