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
1826
$586K ﹤0.01%
113,630
1827
$585K ﹤0.01%
5,249
-289
1828
$581K ﹤0.01%
6,114
+251
1829
$580K ﹤0.01%
14,536
-244
1830
$578K ﹤0.01%
31,479
+6,398
1831
$578K ﹤0.01%
6,606
-269
1832
$577K ﹤0.01%
7,090
+74
1833
$576K ﹤0.01%
6,713
1834
$575K ﹤0.01%
6,176
-74
1835
$574K ﹤0.01%
6,458
-52
1836
$574K ﹤0.01%
21,556
+4,205
1837
$573K ﹤0.01%
4,647
+491
1838
$573K ﹤0.01%
6,324
+60
1839
$573K ﹤0.01%
16,791
+11,235
1840
$573K ﹤0.01%
16,734
+3,527
1841
$572K ﹤0.01%
6,201
+196
1842
$572K ﹤0.01%
21,295
+3,815
1843
$570K ﹤0.01%
18,762
-1,577
1844
$568K ﹤0.01%
5,494
-68
1845
$567K ﹤0.01%
56,440
-10,816
1846
$567K ﹤0.01%
5,694
+2,129
1847
$567K ﹤0.01%
5,090
+23
1848
$567K ﹤0.01%
27,874
-6,310
1849
$563K ﹤0.01%
11,192
+2,775
1850
$563K ﹤0.01%
17,793
+3,026
72 73
74
75 76