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
1426
$1.18M ﹤0.01%
10,645
+378
1427
$1.18M ﹤0.01%
22,755
+9,341
1428
$1.17M ﹤0.01%
74,746
-9,798
1429
$1.17M ﹤0.01%
29,536
-89,224
1430
$1.17M ﹤0.01%
38,114
+7,027
1431
$1.17M ﹤0.01%
39,615
+2,218
1432
$1.17M ﹤0.01%
12,810
+2,007
1433
$1.16M ﹤0.01%
32,358
+18,359
1434
$1.16M ﹤0.01%
21,542
+2,276
1435
$1.16M ﹤0.01%
65,814
-14,396
1436
$1.16M ﹤0.01%
302,962
+91,596
1437
$1.16M ﹤0.01%
401,200
1438
$1.15M ﹤0.01%
13,329
+188
1439
$1.15M ﹤0.01%
57,317
+117
1440
$1.15M ﹤0.01%
25,470
-1,633
1441
$1.15M ﹤0.01%
33,836
-749
1442
$1.14M ﹤0.01%
130,830
-1,580
1443
$1.14M ﹤0.01%
16,513
+5,599
1444
$1.14M ﹤0.01%
53,114
-778
1445
$1.14M ﹤0.01%
134,722
-98,459
1446
$1.14M ﹤0.01%
48,726
-5,109
1447
$1.14M ﹤0.01%
46,773
+9,367
1448
$1.14M ﹤0.01%
53,549
+10,376
1449
$1.13M ﹤0.01%
13,520
-113
1450
$1.13M ﹤0.01%
1,906
-2,044
56 57
58
59 60