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
1026
$2.66M 0.01%
75,714
+2,585
1027
$2.66M 0.01%
26,944
+4,674
1028
$2.66M 0.01%
3,120
-272
1029
$2.65M 0.01%
113,138
-1,858
1030
$2.65M 0.01%
210,887
-9,940
1031
$2.64M 0.01%
75,817
+4,401
1032
$2.64M 0.01%
406,092
+2,169
1033
$2.62M 0.01%
54,934
+19,164
1034
$2.61M 0.01%
61,433
-36,616
1035
$2.6M 0.01%
42,842
+3,087
1036
$2.6M 0.01%
85,976
+3,659
1037
$2.57M 0.01%
29,998
+338
1038
$2.57M 0.01%
117,752
-9,619
1039
$2.57M 0.01%
+161,623
1040
$2.56M 0.01%
79,865
-50
1041
$2.56M 0.01%
22,906
-394
1042
$2.55M 0.01%
75,381
-24,595
1043
$2.55M 0.01%
262,351
+5,020
1044
$2.55M 0.01%
80,817
+39,078
1045
$2.54M 0.01%
76,481
-1,808
1046
$2.54M 0.01%
189,710
+3,699
1047
$2.54M 0.01%
27,660
-20,643
1048
$2.53M 0.01%
46,964
+7,933
1049
$2.53M 0.01%
96,598
+16,808
1050
$2.51M 0.01%
37,290
+20,422
40 41
42
43 44