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
1751
$671K ﹤0.01%
+57,150
1752
$670K ﹤0.01%
3,461
1753
$670K ﹤0.01%
32,198
+3,826
1754
$668K ﹤0.01%
13,616
+4,532
1755
$668K ﹤0.01%
35,033
+1,918
1756
$667K ﹤0.01%
10,142
+1,871
1757
$662K ﹤0.01%
10,774
-280
1758
$661K ﹤0.01%
21,121
+1,680
1759
$660K ﹤0.01%
38,364
-1,083
1760
$657K ﹤0.01%
+21,378
1761
$657K ﹤0.01%
+6,453
1762
$655K ﹤0.01%
24,000
1763
$655K ﹤0.01%
40,113
+317
1764
$655K ﹤0.01%
20,804
-386
1765
$653K ﹤0.01%
62,047
-15,308
1766
$650K ﹤0.01%
37,490
+7,578
1767
$650K ﹤0.01%
33,120
+972
1768
$648K ﹤0.01%
12,644
+732
1769
$648K ﹤0.01%
+15,279
1770
$647K ﹤0.01%
+20,331
1771
$646K ﹤0.01%
1,025
1772
$644K ﹤0.01%
23,257
-7,233
1773
$644K ﹤0.01%
41,889
+2,326
1774
$641K ﹤0.01%
17,440
+1,400
1775
$639K ﹤0.01%
18,194
+89
69 70
71
72 73