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
2526
$54K ﹤0.01%
12,475
+975
2527
$54K ﹤0.01%
+17,481
2528
$53K ﹤0.01%
537
-87
2529
$49K ﹤0.01%
+10,946
2530
$48K ﹤0.01%
+12,033
2531
$43K ﹤0.01%
72
+14
2532
$34K ﹤0.01%
+543
2533
$34K ﹤0.01%
1,017
-11
2534
$34K ﹤0.01%
+10,786
2535
$33K ﹤0.01%
1,037
2536
$32K ﹤0.01%
+12,812
2537
$32K ﹤0.01%
+12,800
2538
$31K ﹤0.01%
10,000
2539
$29K ﹤0.01%
1,075
2540
$27K ﹤0.01%
2
2541
$26K ﹤0.01%
27,265
-27,173
2542
$14K ﹤0.01%
585
2543
$12K ﹤0.01%
1,198
2544
$11K ﹤0.01%
11,225
-7,575
2545
$10K ﹤0.01%
3,328
+50
2546
$9K ﹤0.01%
10,000
2547
$6K ﹤0.01%
10,235
-1,095
2548
– –
-167,210
2549
– –
-13,153
2550
– –
-20,900
100 101
102
103 104