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
551
$9.52M 0.03%
+189,821
552
$9.52M 0.03%
427,055
-13,013
553
$9.52M 0.03%
45,534
+2,980
554
$9.47M 0.03%
53,586
-3,527
555
$9.46M 0.03%
55,361
-2,456
556
$9.46M 0.03%
117,702
-48,932
557
$9.45M 0.03%
105,990
+19,084
558
$9.42M 0.03%
162,403
-1,074
559
$9.36M 0.03%
202,418
+3,260
560
$9.22M 0.03%
272,904
+20,135
561
$9.2M 0.03%
41,609
+528
562
$9.19M 0.03%
145,138
+123,157
563
$9.18M 0.03%
129,467
-19,816
564
$9.17M 0.03%
+117,305
565
$9.14M 0.03%
61,857
-1,741
566
$9.13M 0.03%
846,616
+8,460
567
$9.12M 0.03%
171,561
+5,182
568
$9.09M 0.03%
526,461
-24,809
569
$8.95M 0.03%
139,627
+4,666
570
$8.88M 0.03%
215,618
+209,564
571
$8.86M 0.03%
210,311
+137,760
572
$8.83M 0.03%
352,390
-28,727
573
$8.81M 0.03%
37,516
+4,095
574
$8.78M 0.03%
129,689
-3,481
575
$8.77M 0.03%
206,823
-10,190
21 22
23
24 25