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
1476
$1.09M ﹤0.01%
50,100
1477
$1.09M ﹤0.01%
16,900
-864
1478
$1.09M ﹤0.01%
32,179
-5,364
1479
$1.08M ﹤0.01%
23,159
+11,470
1480
$1.08M ﹤0.01%
15,948
+1,020
1481
$1.08M ﹤0.01%
26,635
+279
1482
$1.08M ﹤0.01%
37,520
-149,487
1483
$1.08M ﹤0.01%
28,842
-7,958
1484
$1.07M ﹤0.01%
3,901
-518
1485
$1.07M ﹤0.01%
17,978
-8,857
1486
$1.07M ﹤0.01%
39,082
-43,862
1487
$1.07M ﹤0.01%
10,063
+489
1488
$1.06M ﹤0.01%
27,020
+202
1489
$1.06M ﹤0.01%
22,140
+17,368
1490
$1.06M ﹤0.01%
28,851
+100
1491
$1.06M ﹤0.01%
74,040
+8,730
1492
$1.06M ﹤0.01%
55,560
+10,239
1493
$1.05M ﹤0.01%
31,504
-8,777
1494
$1.05M ﹤0.01%
40,278
+19
1495
$1.05M ﹤0.01%
8,053
+321
1496
$1.05M ﹤0.01%
7,845
-929
1497
$1.05M ﹤0.01%
23,229
-19,247
1498
$1.05M ﹤0.01%
5,965
+287
1499
$1.05M ﹤0.01%
36,177
+2,073
1500
$1.05M ﹤0.01%
30,475
+641
58 59
60
61 62