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
251
$26.2M 0.08%
167,507
-3,007
252
$26.2M 0.08%
224,089
-5,647
253
$25.9M 0.08%
672,157
+30,652
254
$25.7M 0.08%
413,493
+38,962
255
$25.5M 0.08%
985,132
-139,660
256
$25.5M 0.08%
472,778
-27,863
257
$25.3M 0.08%
194,546
+4,791
258
$25.3M 0.08%
311,847
+19,176
259
$24.8M 0.08%
775,148
+31,295
260
$24.8M 0.08%
383,862
+158,001
261
$24.7M 0.08%
481,374
+28,946
262
$24.7M 0.08%
407,971
+48,657
263
$24.5M 0.08%
448,436
+69,734
264
$24.5M 0.08%
5,063,360
-281,760
265
$24.4M 0.08%
322,419
+12,037
266
$24.4M 0.08%
263,540
+99,232
267
$24.3M 0.08%
237,838
-5,263
268
$24.2M 0.08%
523,358
+9,948
269
$24.2M 0.08%
901,970
+572,620
270
$23.9M 0.08%
276,724
-14,366
271
$23.8M 0.08%
153,991
+5,285
272
$23.6M 0.07%
491,678
+8,975
273
$23.3M 0.07%
171,317
-2,988
274
$23.2M 0.07%
207,024
+12,176
275
$23.2M 0.07%
308,317
+6,717
9 10
11
12 13