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
426
$12.9M 0.04%
271,883
-110,039
427
$12.9M 0.04%
823,062
+15,679
428
$12.9M 0.04%
296,981
+7,301
429
$12.9M 0.04%
156,276
-457
430
$12.9M 0.04%
64,950
+62,537
431
$12.9M 0.04%
227,665
-4,749
432
$12.8M 0.04%
267,462
+36,730
433
$12.8M 0.04%
670,922
+39,453
434
$12.8M 0.04%
408,152
+4,969
435
$12.6M 0.04%
235,403
-20,968
436
$12.6M 0.04%
242,284
+910
437
$12.6M 0.04%
1,362,814
+9,713
438
$12.5M 0.04%
138,180
+3,779
439
$12.4M 0.04%
93,172
-6,059
440
$12.4M 0.04%
106,092
+33,486
441
$12.3M 0.04%
322,552
-98,160
442
$12.3M 0.04%
55,345
-4,656
443
$12.2M 0.04%
234,130
-17,918
444
$12.2M 0.04%
300,997
+84,568
445
$12.2M 0.04%
240,627
+34,163
446
$12.2M 0.04%
109,810
+145
447
$12.2M 0.04%
108,655
+2,736
448
$12.2M 0.04%
96,847
+3,631
449
$12.2M 0.04%
59,260
-856
450
$12.1M 0.04%
69,553
+5,154
16 17
18
19 20