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
2501
$91K ﹤0.01%
+90,228
2502
$86K ﹤0.01%
48,486
-283
2503
$84K ﹤0.01%
10,000
2504
$83K ﹤0.01%
22,000
-19,000
2505
$82K ﹤0.01%
13,555
-1,800
2506
$81K ﹤0.01%
1,420
-106
2507
$81K ﹤0.01%
10,241
2508
$80K ﹤0.01%
3,381
-714
2509
$76K ﹤0.01%
14,450
+150
2510
$74K ﹤0.01%
22,150
-575
2511
$72K ﹤0.01%
400
2512
$72K ﹤0.01%
13,923
+383
2513
$72K ﹤0.01%
20,000
2514
$72K ﹤0.01%
60,000
2515
$71K ﹤0.01%
3,177
-184
2516
$68K ﹤0.01%
10,000
2517
$65K ﹤0.01%
11,339
-380
2518
$64K ﹤0.01%
7,396
+315
2519
$63K ﹤0.01%
22,200
+500
2520
$63K ﹤0.01%
1,347
-100
2521
$59K ﹤0.01%
634
2522
$59K ﹤0.01%
10,270
-3,368
2523
$57K ﹤0.01%
15,500
+1,540
2524
$54K ﹤0.01%
+10,050
2525
$54K ﹤0.01%
13,160
-32,610
99 100
101
102 103