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
1126
$2.07M 0.01%
50,033
+6,421
1127
$2.07M 0.01%
147,727
+9,508
1128
$2.07M 0.01%
59,905
+539
1129
$2.06M 0.01%
11,658
+393
1130
$2.06M 0.01%
40,025
+2,974
1131
$2.04M 0.01%
97,228
+8,257
1132
$2.04M 0.01%
38,841
-3,449
1133
$2.03M 0.01%
39,945
+12,117
1134
$2.03M 0.01%
52,358
-474
1135
$2.03M 0.01%
132,229
-1,607
1136
$2.02M 0.01%
41,636
+959
1137
$2.02M 0.01%
30,595
-483
1138
$2.02M 0.01%
60,898
-57
1139
$2.02M 0.01%
65,418
+418
1140
$2.02M 0.01%
36,861
+8,197
1141
$2.02M 0.01%
46,886
+2,336
1142
$2.01M 0.01%
80,072
-12,761
1143
$2.01M 0.01%
97,364
+2,637
1144
$2.01M 0.01%
58,960
+8,903
1145
$2.01M 0.01%
97,360
+14,354
1146
$2.01M 0.01%
247,604
+167,826
1147
$2M 0.01%
+100,444
1148
$2M 0.01%
33,638
+19,233
1149
$2M 0.01%
49,309
+862
1150
$1.99M 0.01%
45,533
-9,608
44 45
46
47 48