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
2626
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-7,637
2627
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-19,752
2628
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-3,604
2629
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-12,000
2630
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2631
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2632
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2633
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-437
2634
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-13,310
2635
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-36,680
2636
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2637
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2638
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-15,776
2639
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-49,609
2640
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-6,472
2641
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2642
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2643
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2644
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2645
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-31,929
2646
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-13,038
2647
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-20,980
2648
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-12,770
2649
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-205,653
2650
– –
-86,300
104 105
106
107 108