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
1176
$1.89M 0.01%
81,079
-29,057
1177
$1.89M 0.01%
52,316
+15,980
1178
$1.88M 0.01%
125,048
+4,839
1179
$1.87M 0.01%
35,474
+11,043
1180
$1.87M 0.01%
+142,500
1181
$1.86M 0.01%
101,119
-6,753
1182
$1.86M 0.01%
83,942
+8,646
1183
$1.85M 0.01%
15,333
+566
1184
$1.84M 0.01%
46,179
+604
1185
$1.84M 0.01%
32,383
-3,497
1186
$1.84M 0.01%
144,276
-4,547
1187
$1.84M 0.01%
59,620
+5,855
1188
$1.84M 0.01%
51,661
-2,834
1189
$1.84M 0.01%
52,766
+529
1190
$1.84M 0.01%
53,508
-900
1191
$1.84M 0.01%
114,019
-2,314
1192
$1.84M 0.01%
34,541
+5,931
1193
$1.83M 0.01%
133,260
-15,813
1194
$1.83M 0.01%
14,010
+1,137
1195
$1.83M 0.01%
32,891
+6,400
1196
$1.83M 0.01%
17,759
+748
1197
$1.82M 0.01%
37,949
-6,249
1198
$1.82M 0.01%
14,710
-5,403
1199
$1.81M 0.01%
76,181
+58,708
1200
$1.8M 0.01%
219,136
-1,217
46 47
48
49 50