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
1451
$1.12M ﹤0.01%
59,407
-745
1452
$1.12M ﹤0.01%
23,453
+155
1453
$1.12M ﹤0.01%
189,788
-40,994
1454
$1.12M ﹤0.01%
8,234
+191
1455
$1.12M ﹤0.01%
12,879
+1,104
1456
$1.11M ﹤0.01%
14,950
+7,720
1457
$1.11M ﹤0.01%
166,728
+57,200
1458
$1.11M ﹤0.01%
24,848
+940
1459
$1.11M ﹤0.01%
25,268
+2,058
1460
$1.11M ﹤0.01%
108,580
+3,932
1461
$1.11M ﹤0.01%
66,696
+5,955
1462
$1.1M ﹤0.01%
77,960
-8,918
1463
$1.1M ﹤0.01%
108,960
-15,930
1464
$1.1M ﹤0.01%
7,534
+1,985
1465
$1.1M ﹤0.01%
34,062
-2,096
1466
$1.1M ﹤0.01%
29,663
-1,247
1467
$1.1M ﹤0.01%
37,663
-159
1468
$1.09M ﹤0.01%
51,277
+1,056
1469
$1.09M ﹤0.01%
27,368
-8,362
1470
$1.09M ﹤0.01%
93,639
-5,933
1471
$1.09M ﹤0.01%
51,764
-1,208
1472
$1.09M ﹤0.01%
36,037
+6,602
1473
$1.09M ﹤0.01%
24,203
+2,610
1474
$1.09M ﹤0.01%
15,646
-1,709
1475
$1.09M ﹤0.01%
53,895
-52,656
57 58
59
60 61