Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
26
$207M 0.66%
1,818,799
+21,564
27
$206M 0.65%
3,524,040
+169,660
28
$203M 0.64%
1,662,597
+473,630
29
$198M 0.63%
4,310,556
+65,343
30
$193M 0.61%
1,123,766
-9,249
31
$172M 0.55%
3,834,753
+368,811
32
$168M 0.53%
2,775,226
-80,208
33
$167M 0.53%
1,247,134
+65,039
34
$166M 0.53%
1,127,583
+162,927
35
$161M 0.51%
5,461,494
+1,042,056
36
$161M 0.51%
912,574
+33,394
37
$159M 0.51%
2,491,299
-381,191
38
$153M 0.48%
3,327,079
+217,681
39
$150M 0.48%
809,084
+34,153
40
$149M 0.47%
1,887,820
+26,168
41
$146M 0.46%
996,351
+142,923
42
$144M 0.46%
1,001,043
-396,329
43
$140M 0.44%
1,322,813
+8,866
44
$139M 0.44%
1,734,270
+18,349
45
$138M 0.44%
1,294,640
+535,362
46
$134M 0.43%
4,297,934
+4,183,368
47
$133M 0.42%
908,784
-30,295
48
$131M 0.42%
1,260,164
-45,460
49
$130M 0.41%
3,951,852
-44,121
50
$130M 0.41%
2,491,320
-25,420
1
2
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