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
351
$17.1M 0.05%
348,155
+9,434
352
$17.1M 0.05%
192,229
+4,799
353
$16.9M 0.05%
78,434
+947
354
$16.7M 0.05%
667,583
+46,709
355
$16.6M 0.05%
533,166
+14,389
356
$16.6M 0.05%
440,277
+286,200
357
$16.5M 0.05%
516,987
+37,143
358
$16.5M 0.05%
554,627
+2,327
359
$16.4M 0.05%
82,760
+2,686
360
$16.3M 0.05%
83,131
-709
361
$16.2M 0.05%
367,035
+12,871
362
$16.1M 0.05%
170,916
-6,985
363
$16.1M 0.05%
156,875
-25,432
364
$16.1M 0.05%
253,504
-268
365
$16M 0.05%
110,741
-15,359
366
$16M 0.05%
196,531
+8,408
367
$16M 0.05%
247,261
-34,129
368
$15.9M 0.05%
143,195
-2,778
369
$15.8M 0.05%
269,188
+7,190
370
$15.7M 0.05%
452,420
+46,601
371
$15.6M 0.05%
994,068
-29,748
372
$15.5M 0.05%
571,260
+59,863
373
$15.5M 0.05%
215,631
+3,873
374
$15.5M 0.05%
549,712
+104,813
375
$15.4M 0.05%
180,164
+5,238
13 14
15
16 17