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
976
$2.96M 0.01%
+75,084
977
$2.96M 0.01%
58,777
+20,657
978
$2.96M 0.01%
27,412
+100
979
$2.96M 0.01%
18,143
-2,592
980
$2.95M 0.01%
122,817
+4,064
981
$2.95M 0.01%
101,294
-10,623
982
$2.94M 0.01%
45,514
+161
983
$2.94M 0.01%
37,539
-2,060
984
$2.92M 0.01%
+104,575
985
$2.92M 0.01%
69,535
+57,910
986
$2.91M 0.01%
64,203
+1,568
987
$2.91M 0.01%
112,718
+87
988
$2.88M 0.01%
91,111
-5,177
989
$2.88M 0.01%
95,000
+10,000
990
$2.88M 0.01%
53,210
+6,526
991
$2.85M 0.01%
+4,788
992
$2.85M 0.01%
19,964
-958
993
$2.85M 0.01%
214,406
+4,865
994
$2.84M 0.01%
96,502
-136,012
995
$2.83M 0.01%
74,862
-23,548
996
$2.81M 0.01%
28,613
+3,863
997
$2.79M 0.01%
27,718
+646
998
$2.78M 0.01%
133,818
-27,960
999
$2.77M 0.01%
49,287
-27,375
1000
$2.77M 0.01%
93,313
+16,239
38 39
40
41 42