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
$31.5B
AUM Growth
+$2.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,812
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$130M
3
+$57.8M
4
MBB icon
iShares MBS ETF
MBB
+$57.1M
5
ASTE icon
Astec Industries
ASTE
+$56.1M

Top Sells

1
+$77M
2
+$70.5M
3
+$67.2M
4
DD icon
DuPont de Nemours
DD
+$56.9M
5
BCR
CR Bard Inc.
BCR
+$48.3M

Sector Composition

1 Technology 11.78%
2 Financials 11.71%
3 Healthcare 10.44%
4 Industrials 9.09%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.4M 0.09%
591,913
+254,422
227
$29.3M 0.09%
2,142,956
-69,924
228
$29.1M 0.09%
295,938
+79,959
229
$29.1M 0.09%
1,024,356
+150,437
230
$29.1M 0.09%
525,635
-217,081
231
$29.1M 0.09%
229,087
+56,075
232
$29.1M 0.09%
482,456
-12,671
233
$29M 0.09%
187,408
+8,232
234
$28.8M 0.09%
656,034
-4,520
235
$28.8M 0.09%
266,726
+15,352
236
$28.5M 0.09%
641,966
-86,310
237
$28.2M 0.09%
200,633
+9,422
238
$27.9M 0.09%
999,607
+92,660
239
$27.7M 0.09%
153,692
-24,772
240
$27.5M 0.09%
521,298
+40,370
241
$27.5M 0.09%
669,806
-195,276
242
$27.3M 0.09%
417,142
+2,021
243
$27.2M 0.09%
370,032
+15,428
244
$27.1M 0.09%
322,787
-8,219
245
$27M 0.09%
1,339,908
-85,555
246
$27M 0.09%
108,366
+105,110
247
$26.9M 0.09%
526,263
+60,418
248
$26.8M 0.08%
274,481
-4,158
249
$26.6M 0.08%
321,985
+9,030
250
$26.3M 0.08%
868,134
-33,972
8 9
10
11 12