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
1051
$2.5M 0.01%
178,044
-7,662
1052
$2.5M 0.01%
54,609
-1,249
1053
$2.48M 0.01%
34,064
-62
1054
$2.48M 0.01%
40,531
+8,253
1055
$2.48M 0.01%
96,564
-141,072
1056
$2.47M 0.01%
13,645
+358
1057
$2.47M 0.01%
61,490
-3,537
1058
$2.46M 0.01%
41,271
-10,974
1059
$2.46M 0.01%
100,965
+2,787
1060
$2.46M 0.01%
50,402
-2,313
1061
$2.46M 0.01%
38,485
-5,548
1062
$2.46M 0.01%
79,161
+12,843
1063
$2.45M 0.01%
18,343
-8,413
1064
$2.45M 0.01%
18,496
+1,061
1065
$2.43M 0.01%
168,763
+22,736
1066
$2.42M 0.01%
149,562
+20,802
1067
$2.41M 0.01%
107,772
+8,924
1068
$2.4M 0.01%
29,354
-79
1069
$2.39M 0.01%
16,228
+319
1070
$2.38M 0.01%
126,748
-119,614
1071
$2.38M 0.01%
31,802
+21,434
1072
$2.37M 0.01%
183,616
-16,757
1073
$2.37M 0.01%
13,905
+1,331
1074
$2.36M 0.01%
117,311
+10,601
1075
$2.35M 0.01%
44,460
-18,575
41 42
43
44 45