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
826
$4.32M 0.01%
89,401
+591
827
$4.32M 0.01%
40,352
+1,402
828
$4.31M 0.01%
210,356
-9,242
829
$4.3M 0.01%
240,801
+5,511
830
$4.3M 0.01%
79,541
-19,613
831
$4.3M 0.01%
89,992
+1,395
832
$4.27M 0.01%
105,287
-18,315
833
$4.27M 0.01%
163,024
-1,082
834
$4.27M 0.01%
455,242
-46,074
835
$4.27M 0.01%
252,416
-49,922
836
$4.27M 0.01%
205,284
+7,038
837
$4.27M 0.01%
83,577
+750
838
$4.24M 0.01%
65,044
-682
839
$4.23M 0.01%
30,802
+1,370
840
$4.23M 0.01%
32,568
+13,552
841
$4.22M 0.01%
92,210
+27,549
842
$4.22M 0.01%
93,329
+16,445
843
$4.2M 0.01%
42,072
+1,515
844
$4.17M 0.01%
34,952
+1,103
845
$4.16M 0.01%
58,647
-791
846
$4.15M 0.01%
33,888
-360
847
$4.15M 0.01%
162,524
+15,848
848
$4.14M 0.01%
64,714
+4,484
849
$4.14M 0.01%
64,081
+4,146
850
$4.14M 0.01%
64,980
+2,191
32 33
34
35 36