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
301
$20.2M 0.06%
375,117
+3,968
302
$20.2M 0.06%
497,232
+18,828
303
$20.1M 0.06%
460,641
+12,416
304
$20M 0.06%
567,612
-11,538
305
$20M 0.06%
478,660
-42,564
306
$19.9M 0.06%
190,631
+1,071
307
$19.9M 0.06%
300,984
+7,206
308
$19.7M 0.06%
196,812
+29,350
309
$19.7M 0.06%
508,660
+3,046
310
$19.5M 0.06%
727,162
+4,766
311
$19.4M 0.06%
120,755
-311
312
$19.4M 0.06%
386,516
-49,700
313
$19.4M 0.06%
485,622
+4,586
314
$19.2M 0.06%
608,540
+130,672
315
$19.1M 0.06%
146,873
+3,217
316
$19M 0.06%
1,225,083
+35,315
317
$19M 0.06%
171,996
-19,737
318
$18.9M 0.06%
250,928
-1,871
319
$18.9M 0.06%
191,571
-12,157
320
$18.8M 0.06%
400,412
+16,466
321
$18.8M 0.06%
367,492
+15,339
322
$18.8M 0.06%
157,131
+24,762
323
$18.8M 0.06%
292,504
+5,076
324
$18.6M 0.06%
421,225
-133,869
325
$18.6M 0.06%
197,555
-49,604
11 12
13
14 15