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
1226
$1.74M 0.01%
82,823
+3,609
1227
$1.74M 0.01%
29,712
-582
1228
$1.73M 0.01%
34,963
-242
1229
$1.73M 0.01%
17,896
-82
1230
$1.72M 0.01%
89,516
-338
1231
$1.72M 0.01%
+26,108
1232
$1.72M 0.01%
47,751
-1,193
1233
$1.71M 0.01%
68,296
+13,627
1234
$1.71M 0.01%
66,033
-31,984
1235
$1.71M 0.01%
24,196
-1,206
1236
$1.71M 0.01%
34,619
-1,291
1237
$1.69M 0.01%
63,183
-2,524
1238
$1.69M 0.01%
37,205
+1,291
1239
$1.68M 0.01%
118,952
-10,682
1240
$1.68M 0.01%
60,345
-8,496
1241
$1.68M 0.01%
160,510
-20,013
1242
$1.67M 0.01%
8,347
+887
1243
$1.67M 0.01%
90,000
1244
$1.67M 0.01%
20,353
-116
1245
$1.67M 0.01%
163,818
-21,463
1246
$1.66M 0.01%
88,963
+4,370
1247
$1.66M 0.01%
166,618
+6,000
1248
$1.66M 0.01%
34,401
+378
1249
$1.65M 0.01%
58,961
1250
$1.65M 0.01%
20,906
-3,591
48 49
50
51 52