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
1201
$1.8M 0.01%
39,764
+1,760
1202
$1.8M 0.01%
37,398
+1,009
1203
$1.8M 0.01%
46,352
-231
1204
$1.8M 0.01%
20,037
+1,209
1205
$1.8M 0.01%
42,858
+11,099
1206
$1.79M 0.01%
85,701
-626
1207
$1.79M 0.01%
33,561
+2,638
1208
$1.79M 0.01%
30,169
-17,820
1209
$1.79M 0.01%
3,943
+391
1210
$1.79M 0.01%
22,695
-6,342
1211
$1.78M 0.01%
77,807
+13,496
1212
$1.78M 0.01%
21,682
+13,957
1213
$1.77M 0.01%
73,760
+1,610
1214
$1.77M 0.01%
38,370
+4,501
1215
$1.77M 0.01%
29,142
-47,044
1216
$1.77M 0.01%
116,337
+7,995
1217
$1.77M 0.01%
5,605
+850
1218
$1.76M 0.01%
129,115
-12,875
1219
$1.76M 0.01%
57,443
+2,653
1220
$1.76M 0.01%
106,515
-2,100
1221
$1.75M 0.01%
85,629
+675
1222
$1.75M 0.01%
22,946
+917
1223
$1.75M 0.01%
26,909
-7,325
1224
$1.74M 0.01%
102,955
+45,680
1225
$1.74M 0.01%
31,708
+2,807
47 48
49
50 51