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
701
$6.04M 0.02%
108,893
-13,300
702
$6.04M 0.02%
5,285
+141
703
$6M 0.02%
96,194
+1,472
704
$5.98M 0.02%
65,903
+3,575
705
$5.97M 0.02%
166,478
-1,052
706
$5.96M 0.02%
58,571
+1,466
707
$5.92M 0.02%
91,591
+531
708
$5.91M 0.02%
56,702
-290
709
$5.84M 0.02%
86,327
-12,712
710
$5.84M 0.02%
56,339
-10,062
711
$5.82M 0.02%
131,902
+87,346
712
$5.81M 0.02%
164,942
-4,369
713
$5.81M 0.02%
81,959
+8,812
714
$5.77M 0.02%
226,639
-241,524
715
$5.77M 0.02%
234,687
+25,106
716
$5.77M 0.02%
153,182
-8,352
717
$5.76M 0.02%
229,062
+13,800
718
$5.68M 0.02%
652,516
+55,955
719
$5.65M 0.02%
117,253
+12,447
720
$5.58M 0.02%
187,246
+40,628
721
$5.56M 0.02%
701,143
-61,646
722
$5.55M 0.02%
145,663
-4,333
723
$5.54M 0.02%
91,805
+91
724
$5.54M 0.02%
92,898
-5,022
725
$5.53M 0.02%
60,400
-322
27 28
29
30 31