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
376
$15.3M 0.05%
759,373
-85,395
377
$15.2M 0.05%
206,687
+1,744
378
$15.2M 0.05%
270,086
-17,312
379
$15.1M 0.05%
273,113
+261,952
380
$15M 0.05%
284,118
+10,241
381
$14.9M 0.05%
408,979
-1,952
382
$14.9M 0.05%
257,313
+12,827
383
$14.9M 0.05%
542,907
+105,155
384
$14.7M 0.05%
285,550
-15,006
385
$14.7M 0.05%
398,912
+117,149
386
$14.6M 0.05%
271,579
+41,289
387
$14.5M 0.05%
138,645
-5,625
388
$14.5M 0.05%
128,895
+10,693
389
$14.5M 0.05%
294,023
-52,386
390
$14.4M 0.05%
77,303
-34,249
391
$14.3M 0.05%
48
-2
392
$14.3M 0.05%
118,997
+2,278
393
$14.3M 0.05%
253,447
-4,352
394
$14.1M 0.04%
277,212
+1,429
395
$14M 0.04%
192,421
+15,523
396
$14M 0.04%
265,109
+5,776
397
$13.9M 0.04%
238,226
-13,037
398
$13.9M 0.04%
292,207
-25,622
399
$13.9M 0.04%
163,234
+25,019
400
$13.7M 0.04%
125,075
+16,701
14 15
16
17 18