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
876
$3.85M 0.01%
112,785
-11,752
877
$3.83M 0.01%
59,495
-4,094
878
$3.83M 0.01%
16,295
+649
879
$3.83M 0.01%
88,706
-3,959
880
$3.81M 0.01%
33,120
+2,622
881
$3.81M 0.01%
77,524
+63,530
882
$3.81M 0.01%
82,451
+28,474
883
$3.76M 0.01%
129,816
+10,236
884
$3.75M 0.01%
516,150
-79,790
885
$3.73M 0.01%
76,464
+2,995
886
$3.73M 0.01%
28,315
-9,544
887
$3.73M 0.01%
233,398
-14,924
888
$3.73M 0.01%
63,225
-4,164
889
$3.72M 0.01%
76,455
-2,601
890
$3.7M 0.01%
29,174
+2,223
891
$3.68M 0.01%
10,768
+6,222
892
$3.65M 0.01%
44,053
+1,610
893
$3.65M 0.01%
162,095
-363,813
894
$3.64M 0.01%
299,274
-11,989
895
$3.64M 0.01%
56,821
+5,216
896
$3.64M 0.01%
+144,330
897
$3.61M 0.01%
29,710
+2,174
898
$3.59M 0.01%
73,708
-131
899
$3.59M 0.01%
60,258
+3,340
900
$3.58M 0.01%
109,471
+44,318
34 35
36
37 38