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
2476
$126K ﹤0.01%
11,040
-1,100
2477
$125K ﹤0.01%
+13,211
2478
$125K ﹤0.01%
10,170
-338
2479
$122K ﹤0.01%
19,000
-2,100
2480
$121K ﹤0.01%
13,186
+2,904
2481
$118K ﹤0.01%
10,255
+3,403
2482
$117K ﹤0.01%
36,500
2483
$115K ﹤0.01%
18,142
+2,680
2484
$113K ﹤0.01%
6,131
+97
2485
$113K ﹤0.01%
12,535
+1,433
2486
$112K ﹤0.01%
17,646
2487
$109K ﹤0.01%
11,963
-9,956
2488
$109K ﹤0.01%
14,996
-5,467
2489
$107K ﹤0.01%
11,744
-3,123
2490
$107K ﹤0.01%
10,547
2491
$105K ﹤0.01%
100,000
2492
$101K ﹤0.01%
17,878
+919
2493
$99K ﹤0.01%
20,087
+4,000
2494
$98K ﹤0.01%
10,000
2495
$98K ﹤0.01%
1,775
-216
2496
$97K ﹤0.01%
12,024
+662
2497
– –
0
2498
$93K ﹤0.01%
+10,898
2499
$93K ﹤0.01%
2,378
-531
2500
$91K ﹤0.01%
+719
98 99
100
101 102