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
326
$18.4M 0.06%
106,013
+10,168
327
$18.4M 0.06%
1,100,736
+513,444
328
$18.3M 0.06%
331,676
+20,968
329
$18.2M 0.06%
240,087
+6,699
330
$18.2M 0.06%
+572,303
331
$18.1M 0.06%
178,665
-59,475
332
$18.1M 0.06%
282,963
+28,693
333
$18M 0.06%
166,234
-38,608
334
$18M 0.06%
264,299
+11,040
335
$17.9M 0.06%
283,917
+6,242
336
$17.9M 0.06%
647,711
-79,793
337
$17.8M 0.06%
865,539
-59,912
338
$17.8M 0.06%
51,412
-2,964
339
$17.7M 0.06%
130,351
+6,812
340
$17.7M 0.06%
161,206
-43,762
341
$17.7M 0.06%
121,036
+22,007
342
$17.6M 0.06%
406,039
+10,257
343
$17.6M 0.06%
371,680
+29,334
344
$17.5M 0.06%
1,173,480
-95,200
345
$17.5M 0.06%
120,196
+12,499
346
$17.2M 0.05%
190,056
+15,204
347
$17.2M 0.05%
429,143
-321,735
348
$17.2M 0.05%
264,366
+7,631
349
$17.1M 0.05%
383,441
+11,223
350
$17.1M 0.05%
66,104
-613
12 13
14
15 16