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
176
$40.2M 0.13%
1,621,909
+69,588
177
$40M 0.13%
1,021,072
+24,249
178
$39.8M 0.13%
279,073
-10,560
179
$39.6M 0.13%
445,665
+10,697
180
$39.4M 0.13%
483,476
-270
181
$39.2M 0.12%
228,358
-28,218
182
$38.2M 0.12%
244,847
-2,245
183
$37.7M 0.12%
321,978
+655
184
$37.3M 0.12%
272,089
+5,584
185
$37.3M 0.12%
450,254
-13,500
186
$36.2M 0.11%
344,076
-109,212
187
$36M 0.11%
462,018
+22,886
188
$35.7M 0.11%
140,001
+35,405
189
$35.4M 0.11%
372,194
-27,130
190
$35.2M 0.11%
643,458
-40,833
191
$35.2M 0.11%
362,180
+126,553
192
$34.3M 0.11%
358,167
+23,855
193
$34.3M 0.11%
762,386
-26,585
194
$34.2M 0.11%
578,063
+237,749
195
$34.2M 0.11%
291,620
-1,228
196
$33.9M 0.11%
894,731
-3,104
197
$33.8M 0.11%
645,575
+12,847
198
$33.7M 0.11%
1,057,462
-50,243
199
$33.7M 0.11%
199,886
+34,213
200
$33.6M 0.11%
304,763
+300,255
6 7
8
9 10