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
1551
$966K ﹤0.01%
97,251
+6,573
1552
$966K ﹤0.01%
39,796
+2,181
1553
$963K ﹤0.01%
61,036
-10,184
1554
$961K ﹤0.01%
21,877
-2,350
1555
$958K ﹤0.01%
46,630
-6,343
1556
$958K ﹤0.01%
34,584
+13,036
1557
$957K ﹤0.01%
10,472
-884
1558
$957K ﹤0.01%
93,135
+115
1559
$956K ﹤0.01%
17,542
-13,266
1560
$954K ﹤0.01%
35,000
1561
$954K ﹤0.01%
81,960
+5,212
1562
$951K ﹤0.01%
7,691
-3,707
1563
$946K ﹤0.01%
72,715
+59,246
1564
$939K ﹤0.01%
39,682
-1,152
1565
$935K ﹤0.01%
53,545
-22,522
1566
$931K ﹤0.01%
58,209
+4,221
1567
$929K ﹤0.01%
159,580
-33,893
1568
$928K ﹤0.01%
12,175
-135
1569
$927K ﹤0.01%
35,599
-462,540
1570
$925K ﹤0.01%
29,316
+945
1571
$924K ﹤0.01%
32,479
+923
1572
$923K ﹤0.01%
39,685
+27,516
1573
$922K ﹤0.01%
48,305
-18,492
1574
$920K ﹤0.01%
36,452
-466
1575
$918K ﹤0.01%
4,151
-7,581
61 62
63
64 65