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
1376
$1.26M ﹤0.01%
95,486
+4,642
1377
$1.26M ﹤0.01%
24,444
+222
1378
$1.25M ﹤0.01%
24,023
+6,465
1379
$1.25M ﹤0.01%
31,881
+4,770
1380
$1.25M ﹤0.01%
17,121
-11,341
1381
$1.24M ﹤0.01%
47,171
-3,885
1382
$1.24M ﹤0.01%
67,037
+3,785
1383
$1.24M ﹤0.01%
9,351
+523
1384
$1.24M ﹤0.01%
8,655
+1,419
1385
$1.24M ﹤0.01%
24,200
-1,413
1386
$1.24M ﹤0.01%
11,008
+12
1387
$1.24M ﹤0.01%
34,008
+2,504
1388
$1.23M ﹤0.01%
639
-167
1389
$1.23M ﹤0.01%
350,218
-9,300
1390
$1.23M ﹤0.01%
41,377
+261
1391
$1.23M ﹤0.01%
8,158
+946
1392
$1.23M ﹤0.01%
63,943
-810
1393
$1.23M ﹤0.01%
35,294
+26,413
1394
$1.23M ﹤0.01%
18,537
+905
1395
$1.22M ﹤0.01%
22,950
+2,087
1396
$1.22M ﹤0.01%
46,412
+816
1397
$1.22M ﹤0.01%
37,716
+1,136
1398
$1.22M ﹤0.01%
25,562
+778
1399
$1.22M ﹤0.01%
24,459
+9,763
1400
$1.22M ﹤0.01%
23,831
+1,288
54 55
56
57 58