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
901
$3.57M 0.01%
91,523
+3,789
902
$3.56M 0.01%
97,377
+14,522
903
$3.56M 0.01%
64,378
+2,045
904
$3.56M 0.01%
4,992
-20,239
905
$3.54M 0.01%
96,141
-5,832
906
$3.54M 0.01%
28,467
+6,559
907
$3.53M 0.01%
70,068
-8,030
908
$3.52M 0.01%
71,008
+18,151
909
$3.52M 0.01%
184,764
+38,002
910
$3.52M 0.01%
59,129
-903
911
$3.52M 0.01%
123,256
-3,261
912
$3.48M 0.01%
50,096
-2,746
913
$3.48M 0.01%
149,069
-70,411
914
$3.47M 0.01%
36,643
-7,028
915
$3.47M 0.01%
40,334
-44
916
$3.46M 0.01%
20,224
+4,117
917
$3.46M 0.01%
551,632
-12,004
918
$3.45M 0.01%
55,297
-20,409
919
$3.44M 0.01%
18,247
+4,574
920
$3.44M 0.01%
108,313
+7,915
921
$3.43M 0.01%
16,955
-2,589
922
$3.41M 0.01%
81,391
+614
923
$3.41M 0.01%
63,361
+9,151
924
$3.41M 0.01%
39,015
+30,208
925
$3.4M 0.01%
80,281
+2,339
35 36
37
38 39