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
1726
$702K ﹤0.01%
10,659
+1,567
1727
$702K ﹤0.01%
13,716
-534
1728
$702K ﹤0.01%
29,449
+14,774
1729
$701K ﹤0.01%
52,798
+15,848
1730
$698K ﹤0.01%
23,468
-3,721
1731
$697K ﹤0.01%
47,116
+11,644
1732
$696K ﹤0.01%
21,725
-555
1733
$696K ﹤0.01%
69,531
+7,357
1734
$694K ﹤0.01%
10,659
+1,977
1735
$693K ﹤0.01%
13,221
+2,068
1736
$692K ﹤0.01%
20,807
-6,272
1737
$692K ﹤0.01%
7,184
+3
1738
$689K ﹤0.01%
14,809
+1,237
1739
$686K ﹤0.01%
5,225
-35
1740
$686K ﹤0.01%
19,196
-26,710
1741
$686K ﹤0.01%
23,603
-7,090
1742
$684K ﹤0.01%
44,992
1743
$683K ﹤0.01%
52,840
+7,491
1744
$682K ﹤0.01%
6,015
-876
1745
$682K ﹤0.01%
59,852
+18,938
1746
$679K ﹤0.01%
9,489
+344
1747
$677K ﹤0.01%
37,942
-14
1748
$677K ﹤0.01%
32,346
+78
1749
$675K ﹤0.01%
3,789
-3,903
1750
$672K ﹤0.01%
40,219
-3,763
68 69
70
71 72