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
1526
$1M ﹤0.01%
61,337
-2,684
1527
$999K ﹤0.01%
18,240
+1,165
1528
$997K ﹤0.01%
37,449
+9,059
1529
$995K ﹤0.01%
35,986
+1,079
1530
$993K ﹤0.01%
20,244
+4,251
1531
$992K ﹤0.01%
63,487
+1,524
1532
$992K ﹤0.01%
90,126
+7,898
1533
$992K ﹤0.01%
35,988
+4,294
1534
$989K ﹤0.01%
19,347
+1,598
1535
$989K ﹤0.01%
46,306
+6,093
1536
$987K ﹤0.01%
+18,522
1537
$987K ﹤0.01%
15,781
-5,144
1538
$985K ﹤0.01%
28,330
+1,775
1539
$984K ﹤0.01%
13,495
+5,006
1540
$984K ﹤0.01%
65,152
+21,148
1541
$984K ﹤0.01%
51,324
-176
1542
$980K ﹤0.01%
129,506
-45,755
1543
$979K ﹤0.01%
10,367
+2,846
1544
$978K ﹤0.01%
42,916
+6,085
1545
$975K ﹤0.01%
13,863
-3,498
1546
$974K ﹤0.01%
19,997
+7,821
1547
$971K ﹤0.01%
12,092
-1,827
1548
$970K ﹤0.01%
40,943
+2,637
1549
$968K ﹤0.01%
37,500
-110
1550
$968K ﹤0.01%
90,690
+37,740
60 61
62
63 64