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
2551
– –
-31,910
2552
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-18,612
2553
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-3,085
2554
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-11,741
2555
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-5,028
2556
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-10,324
2557
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-25,000
2558
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-13,134
2559
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-57,154
2560
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-14,858
2561
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-8,082
2562
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-137,212
2563
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-61,172
2564
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-7,089
2565
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-3,380
2566
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-65,514
2567
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-15,446
2568
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-112
2569
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-12,075
2570
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-32,376
2571
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-19,500
2572
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-150,445
2573
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-11,354
2574
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-315,204
2575
– –
-5,550
101 102
103
104 105