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
1626
$838K ﹤0.01%
11,956
-41
1627
$838K ﹤0.01%
9,662
+397
1628
$836K ﹤0.01%
138,057
+23,366
1629
$835K ﹤0.01%
24,976
+1,353
1630
$832K ﹤0.01%
11,070
-121
1631
$827K ﹤0.01%
35,680
+2,661
1632
$827K ﹤0.01%
60,092
-296
1633
$826K ﹤0.01%
59,117
-2,145
1634
$824K ﹤0.01%
15,731
-80
1635
$822K ﹤0.01%
6,764
+771
1636
$822K ﹤0.01%
19,838
+208
1637
$822K ﹤0.01%
16,818
-37,172
1638
$821K ﹤0.01%
41,689
-11,476
1639
$817K ﹤0.01%
43,618
+1,794
1640
$816K ﹤0.01%
12,228
+2,616
1641
$816K ﹤0.01%
4,736
+334
1642
$813K ﹤0.01%
26,686
-2,004
1643
$812K ﹤0.01%
20,115
-10,349
1644
$812K ﹤0.01%
19,897
+4,270
1645
$810K ﹤0.01%
17,466
+1,075
1646
$810K ﹤0.01%
14,380
+1,131
1647
$810K ﹤0.01%
+10,394
1648
$807K ﹤0.01%
27,881
-1,100
1649
$803K ﹤0.01%
33,413
-24,105
1650
$803K ﹤0.01%
47,224
-15,749
64 65
66
67 68