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
1701
$739K ﹤0.01%
17,352
+1,534
1702
$739K ﹤0.01%
35,615
-1,078
1703
$738K ﹤0.01%
30,233
+20,951
1704
$738K ﹤0.01%
43,620
+924
1705
$737K ﹤0.01%
11,710
+195
1706
$736K ﹤0.01%
9,693
-358
1707
$735K ﹤0.01%
53,400
+100
1708
$735K ﹤0.01%
18,144
-1,918
1709
$734K ﹤0.01%
+16,085
1710
$734K ﹤0.01%
44,367
+2,218
1711
$732K ﹤0.01%
12,614
-177
1712
$732K ﹤0.01%
15,117
+239
1713
$727K ﹤0.01%
22,304
-546
1714
$726K ﹤0.01%
14,315
-1,132
1715
$724K ﹤0.01%
39,858
+1,739
1716
$723K ﹤0.01%
29,494
+5,700
1717
$723K ﹤0.01%
31,513
-364,773
1718
$720K ﹤0.01%
6,916
-9,231
1719
$718K ﹤0.01%
34,385
-1,060
1720
$710K ﹤0.01%
67,709
-4,391
1721
$708K ﹤0.01%
48,928
-38,756
1722
$706K ﹤0.01%
13,400
+7,070
1723
$703K ﹤0.01%
5,510
-1,946
1724
$703K ﹤0.01%
+16,756
1725
$703K ﹤0.01%
8,261
-2,729
67 68
69
70 71