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
201
$33.1M 0.11%
563,322
+494,755
202
$32.5M 0.1%
286,853
+12,534
203
$32.3M 0.1%
236,277
+5,163
204
$32.1M 0.1%
469,560
-22,907
205
$32M 0.1%
181,387
+73,234
206
$31.8M 0.1%
774,958
-98,858
207
$31.6M 0.1%
330,714
+5,474
208
$31.6M 0.1%
1,040,557
-60,881
209
$31.5M 0.1%
510,638
-11,616
210
$31.5M 0.1%
482,084
+47,673
211
$31.1M 0.1%
292,687
+12,483
212
$30.9M 0.1%
722,181
-247,722
213
$30.9M 0.1%
384,373
+347,031
214
$30.8M 0.1%
1,603,160
-28,690
215
$30.8M 0.1%
81,494
-5,765
216
$30.7M 0.1%
609,559
-3,393
217
$30.2M 0.1%
434,897
-22,780
218
$30.2M 0.1%
574,824
-3,094
219
$30M 0.1%
1,732,883
-13,986
220
$29.9M 0.09%
262,461
+198,878
221
$29.8M 0.09%
600,924
+17,199
222
$29.7M 0.09%
1,657,644
+112,907
223
$29.6M 0.09%
267,299
-25,766
224
$29.6M 0.09%
1,636,670
+781,148
225
$29.5M 0.09%
955,352
+194,611
7 8
9
10 11