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
1676
$766K ﹤0.01%
28,000
-250
1677
$766K ﹤0.01%
26,236
+1,550
1678
$765K ﹤0.01%
16,444
+621
1679
$763K ﹤0.01%
19,810
-1,660
1680
$763K ﹤0.01%
11,183
-43,073
1681
$761K ﹤0.01%
195,102
-9,203
1682
$759K ﹤0.01%
4,252
-5,513
1683
$758K ﹤0.01%
42,400
+15,100
1684
$758K ﹤0.01%
30,985
+8,319
1685
$757K ﹤0.01%
15,504
-2,906
1686
$757K ﹤0.01%
54,038
+7,855
1687
$756K ﹤0.01%
20,940
+2,173
1688
$756K ﹤0.01%
45,721
+1,450
1689
$755K ﹤0.01%
24,591
+2,517
1690
$754K ﹤0.01%
42,921
+10,093
1691
$753K ﹤0.01%
23,202
+13,109
1692
$753K ﹤0.01%
6,615
-102
1693
$751K ﹤0.01%
+5,480
1694
$748K ﹤0.01%
46,572
-2,784
1695
$747K ﹤0.01%
30,335
+5,046
1696
$745K ﹤0.01%
47,342
+1,568
1697
$744K ﹤0.01%
28,078
+805
1698
$744K ﹤0.01%
15,058
+678
1699
$740K ﹤0.01%
+47,605
1700
$739K ﹤0.01%
4,824
66 67
68
69 70