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
801
$4.64M 0.01%
68,670
+1,682
802
$4.6M 0.01%
81,880
+4,908
803
$4.59M 0.01%
187,022
+12,469
804
$4.58M 0.01%
68,417
-351
805
$4.57M 0.01%
296,832
+6,076
806
$4.57M 0.01%
172,055
+35,671
807
$4.56M 0.01%
325,072
+4,123
808
$4.56M 0.01%
134,477
+47,669
809
$4.53M 0.01%
218,123
-18,453
810
$4.53M 0.01%
91,928
+7,959
811
$4.52M 0.01%
120,720
+94,906
812
$4.52M 0.01%
87,904
+63,348
813
$4.51M 0.01%
39,136
+1,014
814
$4.51M 0.01%
94,296
+14
815
$4.51M 0.01%
194,663
+1,668
816
$4.5M 0.01%
33,252
-13,085
817
$4.45M 0.01%
191,900
+3,495
818
$4.44M 0.01%
46,232
-18,737
819
$4.43M 0.01%
133,831
+109,024
820
$4.4M 0.01%
5,550
-53
821
$4.38M 0.01%
88,500
+12,224
822
$4.37M 0.01%
87,082
+28,822
823
$4.35M 0.01%
214,640
-17,828
824
$4.35M 0.01%
372,165
-20,485
825
$4.35M 0.01%
299,174
+283
31 32
33
34 35