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
601
$8.19M 0.03%
431,358
-136,654
602
$8.17M 0.03%
71,215
+336
603
$8.16M 0.03%
508,875
-1,048,380
604
$8.13M 0.03%
123,771
-76,490
605
$8.12M 0.03%
+209,095
606
$8.04M 0.03%
63,712
+3,901
607
$8.04M 0.03%
167,571
+87,870
608
$8.04M 0.03%
268,586
+6,510
609
$7.99M 0.03%
106,960
-41,294
610
$7.95M 0.03%
60,544
-947
611
$7.93M 0.03%
57,853
-1,399
612
$7.87M 0.02%
139,056
+35,292
613
$7.86M 0.02%
46,361
+150
614
$7.74M 0.02%
33,119
+27
615
$7.73M 0.02%
107,353
-61,374
616
$7.72M 0.02%
139,945
+15,684
617
$7.71M 0.02%
63,483
-804
618
$7.6M 0.02%
405,202
+374,865
619
$7.6M 0.02%
36,518
-108
620
$7.59M 0.02%
189,892
-35,020
621
$7.58M 0.02%
163,208
+28,908
622
$7.57M 0.02%
70,830
-4,440
623
$7.54M 0.02%
206,110
+42,730
624
$7.52M 0.02%
145,992
-15,404
625
$7.51M 0.02%
120,809
-14,103
23 24
25
26 27