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
776
$4.84M 0.02%
82,057
+29,932
777
$4.82M 0.02%
66,114
+16,638
778
$4.82M 0.02%
51,790
-1,997
779
$4.76M 0.02%
185,292
-20
780
$4.76M 0.02%
84,221
-4,420
781
$4.75M 0.02%
86,222
+12,343
782
$4.75M 0.02%
1,793,388
+127,549
783
$4.75M 0.02%
7,678
+5
784
$4.75M 0.02%
55,729
-195
785
$4.75M 0.02%
215,144
+29,642
786
$4.74M 0.02%
83,845
+60,388
787
$4.73M 0.02%
152,830
+115,787
788
$4.72M 0.02%
48,315
+585
789
$4.72M 0.02%
32,988
+1,045
790
$4.71M 0.01%
317,520
+54,160
791
$4.71M 0.01%
183,117
+12,087
792
$4.7M 0.01%
71,842
+146
793
$4.69M 0.01%
97,628
-215,686
794
$4.69M 0.01%
156,892
+1,806
795
$4.68M 0.01%
178,527
-7,661
796
$4.68M 0.01%
552,350
-20,762
797
$4.68M 0.01%
73,234
+5,355
798
$4.67M 0.01%
181,652
+5,381
799
$4.66M 0.01%
337,210
+341
800
$4.64M 0.01%
89,652
-8,793
30 31
32
33 34