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
1501
$1.04M ﹤0.01%
+20,452
1502
$1.04M ﹤0.01%
43,236
+1,380
1503
$1.04M ﹤0.01%
120,000
-79,451
1504
$1.04M ﹤0.01%
120,515
-12,495
1505
$1.04M ﹤0.01%
8,246
-17,578
1506
$1.03M ﹤0.01%
17,574
-2,311
1507
$1.03M ﹤0.01%
+19,075
1508
$1.03M ﹤0.01%
153,253
-18,388
1509
$1.03M ﹤0.01%
+28,404
1510
$1.03M ﹤0.01%
13,182
-724
1511
$1.03M ﹤0.01%
50,250
-11,100
1512
$1.03M ﹤0.01%
25,321
-4,424
1513
$1.03M ﹤0.01%
107,466
-76,298
1514
$1.03M ﹤0.01%
13,283
+569
1515
$1.02M ﹤0.01%
104,140
+3,725
1516
$1.02M ﹤0.01%
22,510
-2,071
1517
$1.02M ﹤0.01%
8,972
+162
1518
$1.02M ﹤0.01%
6,818
-998
1519
$1.01M ﹤0.01%
56,272
1520
$1.01M ﹤0.01%
37,525
+19,092
1521
$1.01M ﹤0.01%
199,718
-5,835
1522
$1.01M ﹤0.01%
63,284
+4,896
1523
$1.01M ﹤0.01%
10,009
+2
1524
$1.01M ﹤0.01%
20,260
+2,653
1525
$1M ﹤0.01%
97,665
-3,321
59 60
61
62 63