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
626
$7.49M 0.02%
131,655
-63,379
627
$7.36M 0.02%
106,606
+4,492
628
$7.34M 0.02%
312,419
-12,722
629
$7.32M 0.02%
120,062
-12,636
630
$7.29M 0.02%
127,895
-916
631
$7.29M 0.02%
+208,904
632
$7.28M 0.02%
228,462
-2,176
633
$7.27M 0.02%
173,231
-9,439
634
$7.27M 0.02%
723,537
+20,648
635
$7.26M 0.02%
283,057
+6,179
636
$7.26M 0.02%
167,086
+88,689
637
$7.26M 0.02%
552,310
+77,747
638
$7.22M 0.02%
427,925
+87,479
639
$7.22M 0.02%
109,479
-43,786
640
$7.14M 0.02%
87,033
-3,034
641
$7.14M 0.02%
79,171
-204
642
$7.11M 0.02%
96,890
+58,608
643
$7.08M 0.02%
96,268
+67,460
644
$7.08M 0.02%
87,177
-5,613
645
$7.07M 0.02%
164,554
+188
646
$7.05M 0.02%
5,343
+145
647
$6.97M 0.02%
+204,634
648
$6.92M 0.02%
136,198
+31,931
649
$6.92M 0.02%
300,504
+5,344
650
$6.88M 0.02%
81,202
+633
24 25
26
27 28