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
3176
$95.1K ﹤0.01%
36,986
+16,986
3177
$94.7K ﹤0.01%
12,300
-6,551
3178
$94.7K ﹤0.01%
17,700
3179
$94.5K ﹤0.01%
17,630
+639
3180
$94.4K ﹤0.01%
13,094
-11,389
3181
$94.1K ﹤0.01%
35,498
+17,787
3182
$93.2K ﹤0.01%
11,496
3183
$92.5K ﹤0.01%
20,461
+61
3184
$89.7K ﹤0.01%
+22,325
3185
$88.8K ﹤0.01%
10,760
3186
$88.2K ﹤0.01%
22,113
3187
$86.6K ﹤0.01%
78,050
3188
$86.1K ﹤0.01%
11,194
+459
3189
$86K ﹤0.01%
54,068
+28,511
3190
$85.4K ﹤0.01%
13,813
+283
3191
$85.3K ﹤0.01%
18,673
+92
3192
$84K ﹤0.01%
3,359
-44
3193
$83.8K ﹤0.01%
13,127
3194
$82.8K ﹤0.01%
10,010
3195
$82.6K ﹤0.01%
1,140
+30
3196
$82.4K ﹤0.01%
1,018
+5
3197
$81.3K ﹤0.01%
3,117
+384
3198
$80.5K ﹤0.01%
16,144
-1,741
3199
$79.4K ﹤0.01%
12,762
+200
3200
$79K ﹤0.01%
13,689
-14
126 127
128
129 130