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
1801
$607K ﹤0.01%
11,290
+469
1802
$606K ﹤0.01%
14,097
+1,047
1803
$605K ﹤0.01%
26,684
+185
1804
$605K ﹤0.01%
+29,652
1805
$604K ﹤0.01%
13,378
+124
1806
$603K ﹤0.01%
25,767
-3,379
1807
$603K ﹤0.01%
27,075
-63,493
1808
$602K ﹤0.01%
50,337
+6,280
1809
$601K ﹤0.01%
13,038
+723
1810
$601K ﹤0.01%
12,500
-5,493
1811
$601K ﹤0.01%
10,869
+6,077
1812
$597K ﹤0.01%
20,231
-3,773
1813
$596K ﹤0.01%
11,625
+246
1814
$595K ﹤0.01%
819
-3
1815
$594K ﹤0.01%
18,990
+150
1816
$592K ﹤0.01%
59,132
-1,488
1817
$591K ﹤0.01%
7,672
-207
1818
$591K ﹤0.01%
11,312
-1,700
1819
$589K ﹤0.01%
90,313
-171,727
1820
$589K ﹤0.01%
13,035
+2,196
1821
$589K ﹤0.01%
18,068
-514
1822
$589K ﹤0.01%
44,881
+3,666
1823
$588K ﹤0.01%
41,952
-9,146
1824
$587K ﹤0.01%
4,950
+87
1825
$586K ﹤0.01%
13,826
-3,523
71 72
73
74 75