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
476
$11.4M 0.04%
214,200
-5,240
477
$11.4M 0.04%
373,177
-36,576
478
$11.4M 0.04%
491,172
-164,408
479
$11.4M 0.04%
287,587
+8,234
480
$11.3M 0.04%
472,269
+14,658
481
$11.3M 0.04%
84,385
-14,136
482
$11.3M 0.04%
387,897
+123,724
483
$11.3M 0.04%
+176,411
484
$11.2M 0.04%
6,479
-548
485
$11.2M 0.04%
415,300
486
$11.2M 0.04%
102,345
+6,400
487
$11.1M 0.04%
161,520
+151,640
488
$11.1M 0.04%
36,790
-4,008
489
$11.1M 0.04%
359,099
-1,815
490
$11.1M 0.04%
273,639
-14,460
491
$11M 0.03%
74,101
+828
492
$10.9M 0.03%
64,708
+20,859
493
$10.9M 0.03%
288,390
-37,235
494
$10.9M 0.03%
880,491
-130,936
495
$10.9M 0.03%
150,265
-5,087
496
$10.9M 0.03%
76,702
-145
497
$10.9M 0.03%
377,212
-88,323
498
$10.8M 0.03%
364,870
-7,740
499
$10.8M 0.03%
228,965
+11,334
500
$10.8M 0.03%
112,432
+3,157
18 19
20
21 22