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
451
$12.1M 0.04%
202,380
-34
452
$12.1M 0.04%
404,061
-25,773
453
$12M 0.04%
401,473
-2,270
454
$12M 0.04%
4,230,023
-439,203
455
$12M 0.04%
114,136
-10,836
456
$11.9M 0.04%
202,884
-144,720
457
$11.9M 0.04%
120,596
+67,367
458
$11.8M 0.04%
383,763
+22,506
459
$11.8M 0.04%
182,226
+7,640
460
$11.8M 0.04%
294,368
+44,614
461
$11.8M 0.04%
704,528
+14,597
462
$11.8M 0.04%
185,999
-70,781
463
$11.8M 0.04%
637,365
-6,231
464
$11.8M 0.04%
376,401
+9,523
465
$11.7M 0.04%
158,138
+35,058
466
$11.7M 0.04%
49,535
+3,497
467
$11.6M 0.04%
97,691
+303
468
$11.6M 0.04%
183,735
+2,841
469
$11.6M 0.04%
510,252
+14,265
470
$11.6M 0.04%
237,998
+16,674
471
$11.6M 0.04%
+922,843
472
$11.6M 0.04%
326,469
+190,878
473
$11.5M 0.04%
220,605
-10,892
474
$11.5M 0.04%
100,818
-931
475
$11.5M 0.04%
243,285
+59,006
17 18
19
20 21