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
3251
$33.7K ﹤0.01%
10,951
-431
3252
$33.7K ﹤0.01%
1,927
-34
3253
$33.6K ﹤0.01%
2,359
-9
3254
$33.2K ﹤0.01%
+11,045
3255
$32.8K ﹤0.01%
21,320
3256
$32.5K ﹤0.01%
29,833
-850
3257
$32K ﹤0.01%
1,220
3258
$30.6K ﹤0.01%
875
-1,200
3259
$30.5K ﹤0.01%
1,753
+80
3260
$27.9K ﹤0.01%
+10,065
3261
$26.4K ﹤0.01%
880
+46
3262
$26.1K ﹤0.01%
15,542
3263
$26.1K ﹤0.01%
+3,114
3264
$25.5K ﹤0.01%
17,449
+2,000
3265
$25K ﹤0.01%
33,000
-293
3266
$24.8K ﹤0.01%
2,680
3267
$24.7K ﹤0.01%
49,460
3268
$24.7K ﹤0.01%
12,025
3269
$24K ﹤0.01%
20,000
3270
$22.4K ﹤0.01%
+12,192
3271
$21.9K ﹤0.01%
17,632
3272
$21.5K ﹤0.01%
17,900
-200
3273
$20.8K ﹤0.01%
509
3274
$19.7K ﹤0.01%
274
-15
3275
$19.2K ﹤0.01%
+15,231
129 130
131
132 133