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
501
$10.8M 0.03%
205,449
-11,650
502
$10.8M 0.03%
242,420
+6,771
503
$10.8M 0.03%
471,076
-51,509
504
$10.7M 0.03%
353,100
+241,895
505
$10.7M 0.03%
85,622
+1,302
506
$10.6M 0.03%
129,743
-1,192
507
$10.6M 0.03%
161,351
-5,720
508
$10.6M 0.03%
130,263
+16,097
509
$10.6M 0.03%
161,535
+4,647
510
$10.6M 0.03%
177,336
+24,451
511
$10.5M 0.03%
134,986
+3,489
512
$10.5M 0.03%
91,040
+21,323
513
$10.5M 0.03%
196,876
-5,696
514
$10.4M 0.03%
85,728
-25,044
515
$10.4M 0.03%
98,008
-1,297
516
$10.4M 0.03%
199,248
+9,056
517
$10.3M 0.03%
211,332
+12,929
518
$10.3M 0.03%
148,953
+286
519
$10.3M 0.03%
117,642
+3,877
520
$10.3M 0.03%
216,705
+17,650
521
$10.2M 0.03%
458,537
+3,788
522
$10.2M 0.03%
457,770
+131,417
523
$10.2M 0.03%
406,270
+22,389
524
$10.2M 0.03%
210,504
+1,199
525
$10.2M 0.03%
111,994
-230
19 20
21
22 23