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
1576
$917K ﹤0.01%
+15,156
1577
$916K ﹤0.01%
89,993
-23,240
1578
$916K ﹤0.01%
17,436
-359
1579
$911K ﹤0.01%
99,620
+9,019
1580
$903K ﹤0.01%
17,608
+547
1581
$902K ﹤0.01%
40,408
+103
1582
$899K ﹤0.01%
18,228
-274
1583
$898K ﹤0.01%
95,333
+1,358
1584
$893K ﹤0.01%
90,278
+9,859
1585
$891K ﹤0.01%
46,515
-21
1586
$890K ﹤0.01%
84,500
-8,394
1587
$889K ﹤0.01%
11,625
+140
1588
$888K ﹤0.01%
25,255
+15,632
1589
$885K ﹤0.01%
27,307
+977
1590
$881K ﹤0.01%
14,996
-189
1591
$880K ﹤0.01%
11,008
-361
1592
$880K ﹤0.01%
38,720
+9,410
1593
$880K ﹤0.01%
12,634
+373
1594
$876K ﹤0.01%
66,312
-5,471
1595
$876K ﹤0.01%
16,022
+2,080
1596
$876K ﹤0.01%
13,707
-147
1597
$875K ﹤0.01%
19,595
+140
1598
$873K ﹤0.01%
17,526
-1,382
1599
$871K ﹤0.01%
13,165
+156
1600
$871K ﹤0.01%
19,799
+435
62 63
64
65 66