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
951
$3.18M 0.01%
101,898
-42,136
952
$3.18M 0.01%
85,114
-205
953
$3.17M 0.01%
39,778
+5,307
954
$3.17M 0.01%
67,889
+327
955
$3.16M 0.01%
62,992
+6,998
956
$3.16M 0.01%
72,651
+5,121
957
$3.15M 0.01%
20,910
+918
958
$3.14M 0.01%
28,151
+2,049
959
$3.13M 0.01%
12,989
+69
960
$3.13M 0.01%
334,392
-11,215
961
$3.13M 0.01%
102,904
+29,930
962
$3.12M 0.01%
93,257
-71,381
963
$3.1M 0.01%
44,478
+5,438
964
$3.07M 0.01%
32,477
+9,020
965
$3.07M 0.01%
79,637
-9,792
966
$3.06M 0.01%
45,904
+6,172
967
$3.06M 0.01%
139,619
-52,286
968
$3.04M 0.01%
213,902
-38,283
969
$3.04M 0.01%
19,402
-482
970
$3.04M 0.01%
197,167
-542,382
971
$3.03M 0.01%
227,034
+96,450
972
$3.02M 0.01%
219,965
+56,261
973
$3M 0.01%
109,165
-2,069
974
$2.97M 0.01%
157,439
-22,117
975
$2.97M 0.01%
13,698
-1,485
37 38
39
40 41