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
1326
$1.39M ﹤0.01%
29,410
+2,190
1327
$1.38M ﹤0.01%
33,324
+855
1328
$1.38M ﹤0.01%
93,388
+1,609
1329
$1.37M ﹤0.01%
+83,189
1330
$1.37M ﹤0.01%
+20,735
1331
$1.37M ﹤0.01%
36,493
-19,479
1332
$1.36M ﹤0.01%
+95,820
1333
$1.36M ﹤0.01%
44,235
+563
1334
$1.36M ﹤0.01%
+66,362
1335
$1.36M ﹤0.01%
127,201
+12,783
1336
$1.35M ﹤0.01%
20,168
+13,067
1337
$1.35M ﹤0.01%
29,577
-925
1338
$1.35M ﹤0.01%
158,707
+102,330
1339
$1.34M ﹤0.01%
+67,376
1340
$1.34M ﹤0.01%
44,859
-11,777
1341
$1.34M ﹤0.01%
11,337
-806
1342
$1.33M ﹤0.01%
100,463
-4,921
1343
$1.33M ﹤0.01%
46,741
-34,381
1344
$1.33M ﹤0.01%
34,278
-6,954
1345
$1.33M ﹤0.01%
69,714
+6,359
1346
$1.33M ﹤0.01%
15,166
-9,938
1347
$1.32M ﹤0.01%
33,268
-220
1348
$1.32M ﹤0.01%
24,148
+1,245
1349
$1.32M ﹤0.01%
11,414
-200
1350
$1.32M ﹤0.01%
39,041
+111
52 53
54
55 56