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
651
$6.88M 0.02%
1,650,971
+73,700
652
$6.88M 0.02%
138,774
+7,685
653
$6.87M 0.02%
32,388
+13,234
654
$6.87M 0.02%
166,407
+49,402
655
$6.86M 0.02%
158,600
-14,542
656
$6.84M 0.02%
123,867
+6,204
657
$6.83M 0.02%
320,983
+8,131
658
$6.81M 0.02%
65,022
+33,380
659
$6.76M 0.02%
1,470,291
+41,225
660
$6.76M 0.02%
241,365
+1,943
661
$6.76M 0.02%
79,489
-33,093
662
$6.69M 0.02%
137,480
+52,378
663
$6.69M 0.02%
52,137
-15,073
664
$6.66M 0.02%
342,192
-52,236
665
$6.65M 0.02%
202,215
-1,748
666
$6.59M 0.02%
5,028
+173
667
$6.58M 0.02%
108,568
+4,345
668
$6.58M 0.02%
261,673
+10,078
669
$6.54M 0.02%
143,509
-37,980
670
$6.53M 0.02%
28,945
+1,595
671
$6.5M 0.02%
71,607
-4,267
672
$6.49M 0.02%
96,027
-12,934
673
$6.48M 0.02%
125,472
+20,500
674
$6.43M 0.02%
349,751
+6,124
675
$6.41M 0.02%
215,756
-30,732
25 26
27
28 29