Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
76
$96.2M 0.31%
549,135
+51,326
77
$95.4M 0.3%
1,781,765
-239,147
78
$94.1M 0.3%
1,647,557
-76,033
79
$94.1M 0.3%
1,165,484
+97,636
80
$93.4M 0.3%
1,789,880
+616,736
81
$93.1M 0.3%
494,353
+5,587
82
$90.5M 0.29%
1,401,825
+34,459
83
$89.8M 0.28%
834,600
-131,288
84
$89.1M 0.28%
718,014
+39,377
85
$89M 0.28%
171,782
-9,896
86
$86.3M 0.27%
724,038
+119,471
87
$85.8M 0.27%
429,761
+72,451
88
$85.6M 0.27%
2,250,855
+95,220
89
$85.2M 0.27%
1,770,083
+64,937
90
$84.8M 0.27%
1,168,204
-131,040
91
$83.8M 0.27%
529,682
+97,736
92
$82.2M 0.26%
1,310,722
-8,294
93
$82M 0.26%
1,175,980
+90,050
94
$81.3M 0.26%
1,416,464
-64,238
95
$81.2M 0.26%
2,080,636
+37,156
96
$80.6M 0.26%
2,029,770
-30,137
97
$79.9M 0.25%
1,186,339
-40,025
98
$79.1M 0.25%
1,803,162
-45,832
99
$78.2M 0.25%
3,042,550
+275,240
100
$78.1M 0.25%
313,798
+48,320
2 3
4
5 6