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
1101
$2.22M 0.01%
+244,701
1102
$2.21M 0.01%
32,478
+763
1103
$2.21M 0.01%
57,014
-4,465
1104
$2.2M 0.01%
22,139
+747
1105
$2.2M 0.01%
62,161
-52,013
1106
$2.19M 0.01%
30,436
-1,262
1107
$2.19M 0.01%
18,656
-400
1108
$2.18M 0.01%
225,930
-4,725
1109
$2.17M 0.01%
13,963
-154
1110
$2.16M 0.01%
95,202
-3,018
1111
$2.16M 0.01%
47,813
+672
1112
$2.15M 0.01%
25,931
+4,000
1113
$2.13M 0.01%
161,216
-10,498
1114
$2.13M 0.01%
9,950
-1,140
1115
$2.12M 0.01%
144,432
+22,432
1116
$2.12M 0.01%
23,076
+253
1117
$2.12M 0.01%
212,848
+23,127
1118
$2.11M 0.01%
11,822
+28
1119
$2.11M 0.01%
126,321
+13,263
1120
$2.1M 0.01%
39,321
+3,581
1121
$2.09M 0.01%
30,988
-462
1122
$2.09M 0.01%
32,393
+1
1123
$2.09M 0.01%
286,782
+147,482
1124
$2.09M 0.01%
41,842
+1,099
1125
$2.08M 0.01%
61,024
+374
43 44
45
46 47