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 11.77%
2 Financials 11.72%
3 Healthcare 10.44%
4 Industrials 9.1%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
– –
-7,373
2577
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-6,182
2578
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-2,165
2579
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-6,703
2580
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-10,110
2581
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-8,250
2582
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-64,500
2583
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-2,677
2584
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-127,812
2585
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-220
2586
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-11,466
2587
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-6,937
2588
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-9,848
2589
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-7,653
2590
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-13,128
2591
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-25,487
2592
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-9,960
2593
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-11,307
2594
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-17,414
2595
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-7,730
2596
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-12,834
2597
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-34,268
2598
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-5,263
2599
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-6,744
2600
– –
-10,535
102 103
104
105 106