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
1351
$1.32M ﹤0.01%
203,969
+1,036
1352
$1.31M ﹤0.01%
75,186
-31,535
1353
$1.31M ﹤0.01%
15,583
+360
1354
$1.31M ﹤0.01%
38,131
+11,745
1355
$1.31M ﹤0.01%
19,679
-11,050
1356
$1.31M ﹤0.01%
20,745
-467
1357
$1.3M ﹤0.01%
43,363
+16,897
1358
$1.3M ﹤0.01%
9,604
+479
1359
$1.3M ﹤0.01%
5,370
-111
1360
$1.29M ﹤0.01%
32,609
-715
1361
$1.29M ﹤0.01%
22,768
+5,808
1362
$1.29M ﹤0.01%
27,384
-4,173
1363
$1.29M ﹤0.01%
32,194
-12,384
1364
$1.29M ﹤0.01%
98,625
-7,281
1365
$1.29M ﹤0.01%
213,768
-44,461
1366
$1.28M ﹤0.01%
65,365
-1,813
1367
$1.28M ﹤0.01%
10,985
-5,048
1368
$1.28M ﹤0.01%
115,901
-183,535
1369
$1.28M ﹤0.01%
15,809
+1,436
1370
$1.27M ﹤0.01%
41,984
+786
1371
$1.27M ﹤0.01%
40,706
+125
1372
$1.27M ﹤0.01%
8,866
+2,262
1373
$1.27M ﹤0.01%
49,524
-1,122
1374
$1.26M ﹤0.01%
24,620
-4,418
1375
$1.26M ﹤0.01%
49,872
-5,444
53 54
55
56 57