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
1301
$1.47M ﹤0.01%
40,592
-3,875
1302
$1.46M ﹤0.01%
79,915
-2,200
1303
$1.46M ﹤0.01%
31,809
+5,514
1304
$1.45M ﹤0.01%
107,479
-53,194
1305
$1.44M ﹤0.01%
32,183
+27,466
1306
$1.44M ﹤0.01%
18,353
-6,399
1307
$1.43M ﹤0.01%
33,867
+735
1308
$1.43M ﹤0.01%
34,740
+708
1309
$1.43M ﹤0.01%
46,973
+8,932
1310
$1.43M ﹤0.01%
45,747
+5,387
1311
$1.43M ﹤0.01%
18,000
1312
$1.43M ﹤0.01%
+21,000
1313
$1.43M ﹤0.01%
25,614
-3,848
1314
$1.42M ﹤0.01%
19,088
+1,869
1315
$1.42M ﹤0.01%
35,288
+677
1316
$1.41M ﹤0.01%
34,068
+25,586
1317
$1.41M ﹤0.01%
28,450
+1,938
1318
$1.41M ﹤0.01%
26,727
+364
1319
$1.41M ﹤0.01%
30,552
+144
1320
$1.41M ﹤0.01%
+39,684
1321
$1.41M ﹤0.01%
44,814
-185,509
1322
$1.4M ﹤0.01%
89,885
-1,280
1323
$1.39M ﹤0.01%
107,425
+23,805
1324
$1.39M ﹤0.01%
74,772
-61
1325
$1.39M ﹤0.01%
22,739
+9,559
51 52
53
54 55