Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
151
$52.9M 0.17%
357,703
+16,337
152
$52.4M 0.17%
887,875
-35,206
153
$51.8M 0.16%
614,223
+22,428
154
$51.5M 0.16%
337,645
+142,660
155
$50.8M 0.16%
940,460
-26,968
156
$50.8M 0.16%
310,174
-8,643
157
$50.3M 0.16%
348,604
-37,023
158
$49.6M 0.16%
980,737
+11,437
159
$49.5M 0.16%
622,026
+127,802
160
$49M 0.16%
465,669
+51,630
161
$48.1M 0.15%
156,622
-4,307
162
$47.7M 0.15%
714,713
+62,303
163
$47.1M 0.15%
465,496
-17,313
164
$47M 0.15%
962,128
+315,214
165
$46.7M 0.15%
419,293
+9,880
166
$46.2M 0.15%
577,822
-36,938
167
$46.1M 0.15%
343,929
+13,614
168
$45.7M 0.14%
909,061
+46,479
169
$44.6M 0.14%
672,468
+8,376
170
$44.2M 0.14%
558,863
-5,471
171
$43.5M 0.14%
669,814
+17,445
172
$43.1M 0.14%
677,929
+83,646
173
$42.4M 0.13%
289,851
-2,519
174
$40.8M 0.13%
577,553
+94,709
175
$40.2M 0.13%
325,654
-1,038
5 6
7
8 9