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
1
$850M 2.69%
3,185,548
+831,713
2
$649M 2.06%
15,337,480
-197,536
3
$460M 1.46%
5,376,307
+52,437
4
$395M 1.25%
3,692,333
-659,403
5
$317M 1.01%
1,438,172
+3,967
6
$310M 0.98%
4,695,488
+508,015
7
$300M 0.95%
7,834,570
-313,205
8
$295M 0.94%
3,528,419
-245,894
9
$292M 0.93%
2,091,269
-481,394
10
$280M 0.89%
5,325,080
+29,420
11
$251M 0.79%
7,295,342
-462,300
12
$247M 0.78%
1,009,882
+179,022
13
$239M 0.76%
4,457,087
+1,018,428
14
$237M 0.75%
1,891,490
-29,027
15
$235M 0.74%
1,238,884
+64,657
16
$232M 0.74%
6,075,544
+447,428
17
$228M 0.72%
1,904,460
+9,364
18
$223M 0.71%
2,433,595
+10,276
19
$221M 0.7%
749,868
-83,542
20
$218M 0.69%
1,908,802
+161,655
21
$216M 0.69%
2,473,443
+171,327
22
$213M 0.67%
4,020,771
+143,230
23
$212M 0.67%
4,601,517
+324,946
24
$209M 0.66%
7,124,289
+581,228
25
$207M 0.66%
2,142,750
-183,192
1
2 3 4 5