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
576
$8.75M 0.03%
331,196
+16,881
577
$8.66M 0.03%
288,654
+19,710
578
$8.63M 0.03%
129,379
+49,354
579
$8.6M 0.03%
105,139
-10,722
580
$8.57M 0.03%
143,034
-4,862
581
$8.51M 0.03%
121,810
+1,451
582
$8.51M 0.03%
279,913
+4,408
583
$8.46M 0.03%
163,872
-9,216
584
$8.44M 0.03%
165,195
+13,947
585
$8.44M 0.03%
80,181
+3,701
586
$8.42M 0.03%
190,998
-3,175
587
$8.41M 0.03%
494,066
+78,118
588
$8.38M 0.03%
65,804
-2,386
589
$8.37M 0.03%
194,738
-54,836
590
$8.37M 0.03%
33,847
+606
591
$8.36M 0.03%
80,957
+9,585
592
$8.35M 0.03%
622,794
-63,414
593
$8.34M 0.03%
218,532
-96,564
594
$8.34M 0.03%
284,514
-26,284
595
$8.32M 0.03%
604,688
+59,597
596
$8.28M 0.03%
392,376
+11,561
597
$8.26M 0.03%
136,603
+26,418
598
$8.25M 0.03%
43,655
-10,368
599
$8.23M 0.03%
293,190
-15,202
600
$8.22M 0.03%
163,839
+28,227
22 23
24
25 26