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
3226
$51.4K ﹤0.01%
46,687
3227
$51.1K ﹤0.01%
11,900
+900
3228
$48.4K ﹤0.01%
4,080
-623
3229
$47.3K ﹤0.01%
4,150
3230
$46.6K ﹤0.01%
10,202
-700
3231
$46.1K ﹤0.01%
23,534
+2,284
3232
$45.4K ﹤0.01%
148,630
+71,375
3233
$43.6K ﹤0.01%
22,480
-5,170
3234
$43.4K ﹤0.01%
34,682
-2,642
3235
$43.1K ﹤0.01%
14,862
3236
$43.1K ﹤0.01%
25,278
-958
3237
$42.7K ﹤0.01%
21,562
+2,000
3238
$41.8K ﹤0.01%
17,390
+3,867
3239
$41.3K ﹤0.01%
+1,969
3240
$40.8K ﹤0.01%
1,123
+488
3241
$40.8K ﹤0.01%
20,583
+4,000
3242
$39.6K ﹤0.01%
15,000
+5,000
3243
$39.5K ﹤0.01%
11,662
-1,060
3244
$39.5K ﹤0.01%
18,217
+1,217
3245
$38.4K ﹤0.01%
13,870
-587
3246
$38K ﹤0.01%
2,676
+750
3247
$37K ﹤0.01%
10,044
+44
3248
$35.3K ﹤0.01%
109
+22
3249
$34.6K ﹤0.01%
18,415
+4,726
3250
$33.8K ﹤0.01%
48,159
+1,529
128 129
130
131 132