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
1276
$1.56M 0.01%
94,254
+222
1277
$1.56M 0.01%
82,338
-1,248
1278
$1.56M ﹤0.01%
51,134
+2,210
1279
$1.55M ﹤0.01%
71,045
-957
1280
$1.55M ﹤0.01%
+82,248
1281
$1.55M ﹤0.01%
72,824
+17,677
1282
$1.54M ﹤0.01%
58,914
+3,107
1283
$1.54M ﹤0.01%
70,000
+5,000
1284
$1.54M ﹤0.01%
51,913
+6,285
1285
$1.54M ﹤0.01%
28,014
-2,238
1286
$1.53M ﹤0.01%
1,711
-66
1287
$1.53M ﹤0.01%
43,310
-10,779
1288
$1.53M ﹤0.01%
37,402
-102,264
1289
$1.51M ﹤0.01%
28,125
+1,199
1290
$1.51M ﹤0.01%
54,308
+100
1291
$1.5M ﹤0.01%
101,089
+10,925
1292
$1.5M ﹤0.01%
37,526
+447
1293
$1.49M ﹤0.01%
27,870
+1,738
1294
$1.48M ﹤0.01%
34,174
+167
1295
$1.47M ﹤0.01%
57,416
+2,532
1296
$1.47M ﹤0.01%
8,594
+6,865
1297
$1.47M ﹤0.01%
53,400
+100
1298
$1.47M ﹤0.01%
+101,630
1299
$1.47M ﹤0.01%
+80,969
1300
$1.47M ﹤0.01%
8,840
-455
50 51
52
53 54