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
726
$5.51M 0.02%
258,257
-13,715
727
$5.51M 0.02%
58,394
+6,200
728
$5.49M 0.02%
145,557
729
$5.45M 0.02%
88,104
+3,376
730
$5.44M 0.02%
81,350
-672
731
$5.44M 0.02%
93,083
+852
732
$5.42M 0.02%
50,558
-3,190
733
$5.4M 0.02%
111,097
-5,571
734
$5.37M 0.02%
258,180
-35,010
735
$5.36M 0.02%
111,714
+17,634
736
$5.32M 0.02%
34,528
+974
737
$5.29M 0.02%
82,173
+7,213
738
$5.28M 0.02%
56,402
-495
739
$5.27M 0.02%
126,933
+56
740
$5.27M 0.02%
65,179
+16,089
741
$5.26M 0.02%
84,855
-10,756
742
$5.26M 0.02%
641,156
-30,943
743
$5.23M 0.02%
27,153
+729
744
$5.2M 0.02%
341,620
+24,568
745
$5.19M 0.02%
86,189
+70,873
746
$5.17M 0.02%
160,035
-11,521
747
$5.17M 0.02%
116,020
+10,108
748
$5.16M 0.02%
159,999
+25,606
749
$5.16M 0.02%
73,560
+719
750
$5.15M 0.02%
77,762
-186,867
28 29
30
31 32