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
1251
$1.64M 0.01%
24,979
+10,320
1252
$1.63M 0.01%
34,001
-3,431
1253
$1.63M 0.01%
111,820
-6,210
1254
$1.63M 0.01%
46,418
+986
1255
$1.63M 0.01%
171,765
-4,698
1256
$1.62M 0.01%
27,383
+11,758
1257
$1.62M 0.01%
24,274
-26,916
1258
$1.61M 0.01%
77,074
+7,004
1259
$1.61M 0.01%
+79,753
1260
$1.6M 0.01%
25,998
-154
1261
$1.6M 0.01%
37,842
-14,355
1262
$1.6M 0.01%
36,933
+20,815
1263
$1.6M 0.01%
36,378
+1,867
1264
$1.59M 0.01%
+81,470
1265
$1.59M 0.01%
10,225
+5
1266
$1.59M 0.01%
43,439
+7,688
1267
$1.59M 0.01%
203,965
+1,772
1268
$1.58M 0.01%
67,867
-107,581
1269
$1.58M 0.01%
31,810
-2,880
1270
$1.58M 0.01%
186,400
1271
$1.57M 0.01%
48,866
+201
1272
$1.57M 0.01%
31,370
+3,984
1273
$1.57M 0.01%
20,278
-516
1274
$1.57M 0.01%
41,223
+3,657
1275
$1.57M 0.01%
39,333
+7,862
49 50
51
52 53