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
526
$10.1M 0.03%
187,025
+5,423
527
$10.1M 0.03%
207,630
+7,572
528
$10.1M 0.03%
192,772
+16,645
529
$10.1M 0.03%
773,610
+157,760
530
$9.96M 0.03%
184,565
+4,998
531
$9.96M 0.03%
168,824
-6,105
532
$9.95M 0.03%
66,644
+1,743
533
$9.94M 0.03%
66,973
-1,640
534
$9.94M 0.03%
495,822
+31,303
535
$9.88M 0.03%
210,766
-5,569
536
$9.85M 0.03%
145,881
+5,023
537
$9.81M 0.03%
469,711
-229,766
538
$9.8M 0.03%
137,972
-19,329
539
$9.77M 0.03%
151,355
-15,112
540
$9.75M 0.03%
384,252
-10,410
541
$9.75M 0.03%
283,920
-99,140
542
$9.71M 0.03%
109,299
+1,968
543
$9.71M 0.03%
391,552
+22,290
544
$9.7M 0.03%
105,457
-11,675
545
$9.68M 0.03%
956,476
+51,689
546
$9.67M 0.03%
272,356
+265,345
547
$9.6M 0.03%
159,937
+23,936
548
$9.59M 0.03%
108,217
+104,078
549
$9.58M 0.03%
110,357
+41,617
550
$9.58M 0.03%
269,045
-11,752
20 21
22
23 24