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
926
$3.38M 0.01%
160,277
-3,574
927
$3.37M 0.01%
163,835
-484,780
928
$3.36M 0.01%
62,614
+2,216
929
$3.36M 0.01%
55,312
+218
930
$3.36M 0.01%
84,013
+11,960
931
$3.36M 0.01%
33,960
+2,015
932
$3.35M 0.01%
128,225
+14,966
933
$3.34M 0.01%
70,140
-3,713
934
$3.34M 0.01%
11,837
-377
935
$3.33M 0.01%
88,377
+4,803
936
$3.32M 0.01%
14,891
+2,280
937
$3.31M 0.01%
92,384
+8,464
938
$3.29M 0.01%
2,767
+917
939
$3.27M 0.01%
146,198
+64,749
940
$3.26M 0.01%
84,920
-6,515
941
$3.25M 0.01%
57,017
+3,472
942
$3.25M 0.01%
16,042
-2,327
943
$3.24M 0.01%
54,450
+7,518
944
$3.24M 0.01%
160,297
-9,496
945
$3.24M 0.01%
160,901
-95,633
946
$3.23M 0.01%
207,535
+24,589
947
$3.23M 0.01%
41,902
-565
948
$3.21M 0.01%
78,195
+7,323
949
$3.19M 0.01%
60,826
+3,172
950
$3.19M 0.01%
56,524
-1,920
36 37
38
39 40