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
676
$6.38M 0.02%
109,368
-8,474
677
$6.37M 0.02%
100,568
-6,880
678
$6.37M 0.02%
118,343
+21,186
679
$6.37M 0.02%
54,626
+2,437
680
$6.35M 0.02%
144,894
-8,091
681
$6.33M 0.02%
351,843
+29,136
682
$6.31M 0.02%
18,821
+321
683
$6.31M 0.02%
241,938
-5,181
684
$6.3M 0.02%
111,304
+23,923
685
$6.28M 0.02%
93,037
-21,289
686
$6.22M 0.02%
45,344
-1,999
687
$6.2M 0.02%
165,053
+16,077
688
$6.18M 0.02%
142,806
-149,646
689
$6.18M 0.02%
54,034
-654
690
$6.18M 0.02%
51,508
+2,131
691
$6.18M 0.02%
82,666
+432
692
$6.17M 0.02%
146,492
-15,670
693
$6.13M 0.02%
273,820
-1,899
694
$6.13M 0.02%
292,157
+59,778
695
$6.1M 0.02%
22,108
+10,436
696
$6.1M 0.02%
71,384
-7,351
697
$6.09M 0.02%
237,543
-25,694
698
$6.07M 0.02%
178,514
+12,003
699
$6.07M 0.02%
251,514
+30,126
700
$6.05M 0.02%
76,841
+6,329
26 27
28
29 30