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
126
$62.7M 0.2%
2,029,377
+1,752,324
127
$62.5M 0.2%
599,221
+70,189
128
$62.3M 0.2%
2,264,088
+405,277
129
$61.5M 0.2%
551,411
+44,535
130
$61.3M 0.19%
710,948
+20,452
131
$60.9M 0.19%
1,004,093
-163,658
132
$60.6M 0.19%
600,262
-7,814
133
$60.5M 0.19%
189,558
+12,464
134
$60.4M 0.19%
1,078,917
-12,463
135
$60.4M 0.19%
811,929
+364,215
136
$60.3M 0.19%
659,594
+242,005
137
$58.8M 0.19%
810,567
-91,023
138
$58.6M 0.19%
702,509
-921,957
139
$58.1M 0.18%
531,378
-138,223
140
$58.1M 0.18%
757,466
+38,120
141
$57.9M 0.18%
989,708
+958,700
142
$56.6M 0.18%
515,212
+17,502
143
$56.4M 0.18%
1,235,214
-671
144
$55.7M 0.18%
724,392
+94,730
145
$55.7M 0.18%
327,116
+23,381
146
$55.3M 0.18%
338,396
+9,132
147
$54.7M 0.17%
1,404,380
+206,516
148
$54.3M 0.17%
314,870
+27,216
149
$54.1M 0.17%
837,712
+16,887
150
$53.7M 0.17%
658,076
-26,710
4 5
6
7 8