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
401
$13.7M 0.04%
118,238
+3,549
402
$13.7M 0.04%
111,699
+19,730
403
$13.6M 0.04%
715,620
-49,420
404
$13.6M 0.04%
99,857
+8,900
405
$13.6M 0.04%
256,261
+113,828
406
$13.6M 0.04%
286,300
-43,892
407
$13.5M 0.04%
390,554
+9,029
408
$13.5M 0.04%
63,450
+1,143
409
$13.5M 0.04%
370,985
-12,161
410
$13.5M 0.04%
277,229
-31,748
411
$13.4M 0.04%
434,673
+61,778
412
$13.4M 0.04%
610,568
-4,668
413
$13.3M 0.04%
731,637
+147,689
414
$13.3M 0.04%
670,312
-50,400
415
$13.3M 0.04%
158,292
+8,916
416
$13.2M 0.04%
276,957
-7,558
417
$13.2M 0.04%
94,567
-16,540
418
$13.2M 0.04%
393,593
+13,093
419
$13.2M 0.04%
237,764
+4,660
420
$13.1M 0.04%
164,330
+3,181
421
$13.1M 0.04%
156,609
-6,883
422
$13.1M 0.04%
154,904
+2,960
423
$13.1M 0.04%
688,153
+33,168
424
$13.1M 0.04%
251,040
+77,689
425
$13M 0.04%
198,694
-4,194
15 16
17
18 19