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
1401
$1.21M ﹤0.01%
59,926
-29,540
1402
$1.21M ﹤0.01%
28,604
+2,723
1403
$1.21M ﹤0.01%
29,124
+1,077
1404
$1.21M ﹤0.01%
27,328
+13,522
1405
$1.21M ﹤0.01%
35,734
+6,667
1406
$1.21M ﹤0.01%
15,920
-3,433
1407
$1.21M ﹤0.01%
14,994
1408
$1.2M ﹤0.01%
19,360
+13,731
1409
$1.2M ﹤0.01%
23,823
+11,089
1410
$1.2M ﹤0.01%
55,180
-703
1411
$1.2M ﹤0.01%
14,792
+9,754
1412
$1.2M ﹤0.01%
29,400
+6,918
1413
$1.2M ﹤0.01%
18,000
+95
1414
$1.2M ﹤0.01%
34,688
-7,960
1415
$1.2M ﹤0.01%
16,776
-15,150
1416
$1.2M ﹤0.01%
+34,927
1417
$1.19M ﹤0.01%
56,325
+9,360
1418
$1.19M ﹤0.01%
115,584
+3,132
1419
$1.19M ﹤0.01%
91,869
-3,848
1420
$1.19M ﹤0.01%
56,064
+11,838
1421
$1.19M ﹤0.01%
41,373
+8,631
1422
$1.19M ﹤0.01%
24,444
+1,013
1423
$1.19M ﹤0.01%
52,774
+2,430
1424
$1.18M ﹤0.01%
67,824
+43,016
1425
$1.18M ﹤0.01%
18,678
-3,317
55 56
57
58 59