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
1651
$802K ﹤0.01%
19,690
-23,110
1652
$801K ﹤0.01%
16,447
+2,881
1653
$797K ﹤0.01%
52,285
+1,943
1654
$793K ﹤0.01%
7,941
+259
1655
$793K ﹤0.01%
21,849
+374
1656
$793K ﹤0.01%
27,591
+679
1657
$792K ﹤0.01%
16,681
-1,364
1658
$791K ﹤0.01%
179,627
-25,087
1659
$789K ﹤0.01%
15,250
+300
1660
$788K ﹤0.01%
32,439
+363
1661
$785K ﹤0.01%
22,116
-5,991
1662
$783K ﹤0.01%
91,004
-13,100
1663
$782K ﹤0.01%
16,581
+1,551
1664
$782K ﹤0.01%
11,904
+780
1665
$782K ﹤0.01%
13,933
+1,515
1666
$780K ﹤0.01%
50,024
+17,009
1667
$779K ﹤0.01%
12,755
-755
1668
$776K ﹤0.01%
50,945
1669
$774K ﹤0.01%
40,000
-10,000
1670
$774K ﹤0.01%
110,000
1671
$773K ﹤0.01%
10,946
-33
1672
$773K ﹤0.01%
5,123
+695
1673
$770K ﹤0.01%
29,920
+5,980
1674
$768K ﹤0.01%
31,150
+950
1675
$767K ﹤0.01%
23,383
+1,200
65 66
67
68 69