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
1776
$633K ﹤0.01%
3,982
-164
1777
$633K ﹤0.01%
4,033
+106
1778
$632K ﹤0.01%
7,388
+577
1779
$632K ﹤0.01%
21,807
+6,433
1780
$631K ﹤0.01%
25,840
-19,872
1781
$630K ﹤0.01%
8,000
-16,167
1782
$630K ﹤0.01%
29,684
+2,842
1783
$629K ﹤0.01%
24,370
-440,551
1784
$629K ﹤0.01%
9,454
-100
1785
$625K ﹤0.01%
25,631
+1,776
1786
$624K ﹤0.01%
86,688
-106,759
1787
$623K ﹤0.01%
19,710
-7,633
1788
$622K ﹤0.01%
15,972
1789
$620K ﹤0.01%
52,406
+4,271
1790
$619K ﹤0.01%
77,397
-5,293
1791
$617K ﹤0.01%
16,235
-10,354
1792
$615K ﹤0.01%
18,590
+4,281
1793
$612K ﹤0.01%
32,924
-6,769
1794
$612K ﹤0.01%
35,313
-1,418
1795
$610K ﹤0.01%
43,391
-9,562
1796
$609K ﹤0.01%
12,550
+573
1797
$609K ﹤0.01%
92,988
+10,160
1798
$608K ﹤0.01%
93,674
+5,467
1799
$608K ﹤0.01%
9,177
-2,513
1800
$608K ﹤0.01%
11,292
-3,950
70 71
72
73 74