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
751
$5.13M 0.02%
131,796
+105,850
752
$5.11M 0.02%
423,326
-226,938
753
$5.11M 0.02%
110,560
+15,833
754
$5.1M 0.02%
85,458
+621
755
$5.09M 0.02%
29,599
+3,753
756
$5.08M 0.02%
40,156
-1,275
757
$5.08M 0.02%
221,424
+300
758
$5.07M 0.02%
70,392
-2,732
759
$5.05M 0.02%
55,837
-3,688
760
$5.04M 0.02%
159,828
+18,236
761
$5.03M 0.02%
209,787
-62,963
762
$5.02M 0.02%
117,202
+5,726
763
$5.02M 0.02%
199,303
-55,429
764
$5M 0.02%
+94,961
765
$4.99M 0.02%
32,161
-21,736
766
$4.97M 0.02%
552,845
-133,945
767
$4.96M 0.02%
140,402
-13,160
768
$4.95M 0.02%
72,380
-46,938
769
$4.93M 0.02%
276,243
+57,128
770
$4.92M 0.02%
4,146
+196
771
$4.91M 0.02%
119,127
+33,715
772
$4.89M 0.02%
51,464
+40
773
$4.87M 0.02%
58,864
+4,001
774
$4.86M 0.02%
243,327
+2,654
775
$4.85M 0.02%
116,276
-8,821
29 30
31
32 33