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
1076
$2.35M 0.01%
55,228
+100
1077
$2.35M 0.01%
43,062
+2,112
1078
$2.35M 0.01%
70,745
-1,912
1079
$2.34M 0.01%
+70,000
1080
$2.34M 0.01%
18,613
+12,219
1081
$2.34M 0.01%
105,192
-8,594
1082
$2.33M 0.01%
415,279
1083
$2.32M 0.01%
89,852
+21,115
1084
$2.31M 0.01%
91,365
+21,091
1085
$2.31M 0.01%
104,394
-14,893
1086
$2.3M 0.01%
17,710
-643
1087
$2.3M 0.01%
36,179
+8,950
1088
$2.29M 0.01%
90,138
+56,621
1089
$2.27M 0.01%
80,195
-20,990
1090
$2.27M 0.01%
72,093
+3,591
1091
$2.27M 0.01%
69,027
+5,570
1092
$2.25M 0.01%
37,229
+120
1093
$2.25M 0.01%
94,293
+2,736
1094
$2.24M 0.01%
53,256
-4,988
1095
$2.24M 0.01%
130,180
-698
1096
$2.24M 0.01%
56,614
-7,790
1097
$2.24M 0.01%
205,276
+68,630
1098
$2.24M 0.01%
105,634
+26,702
1099
$2.23M 0.01%
66,949
-5,901
1100
$2.22M 0.01%
24,884
-1,193
42 43
44
45 46