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
1151
$1.99M 0.01%
47,198
+414
1152
$1.98M 0.01%
199,289
-16,928
1153
$1.98M 0.01%
49,768
-75
1154
$1.97M 0.01%
249,282
+7,129
1155
$1.97M 0.01%
185,839
-1,545
1156
$1.97M 0.01%
35,323
+1,980
1157
$1.97M 0.01%
62,472
-5,594
1158
$1.96M 0.01%
+932,945
1159
$1.95M 0.01%
92,352
+2,808
1160
$1.95M 0.01%
17,544
+1,155
1161
$1.94M 0.01%
17,219
+917
1162
$1.94M 0.01%
22,558
-1,189
1163
$1.93M 0.01%
66,264
-2,797
1164
$1.93M 0.01%
97,351
-45,434
1165
$1.93M 0.01%
154,656
-10,327
1166
$1.93M 0.01%
22,556
+605
1167
$1.92M 0.01%
31,809
-4,442
1168
$1.92M 0.01%
17,939
-642
1169
$1.92M 0.01%
18,159
-52,112
1170
$1.91M 0.01%
30,884
+2,372
1171
$1.9M 0.01%
15,266
-29
1172
$1.9M 0.01%
43,584
+30,758
1173
$1.9M 0.01%
38,666
+2,709
1174
$1.9M 0.01%
92,213
+13,514
1175
$1.9M 0.01%
63,010
-3,035
45 46
47
48 49