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
1851
$561K ﹤0.01%
+14,514
1852
$560K ﹤0.01%
120,157
-8,824
1853
$559K ﹤0.01%
27,150
1854
$558K ﹤0.01%
7,749
+769
1855
$558K ﹤0.01%
13,993
-30,673
1856
$556K ﹤0.01%
12,701
+744
1857
$553K ﹤0.01%
41,415
+1,549
1858
$552K ﹤0.01%
12,006
+1,238
1859
$551K ﹤0.01%
23,404
-167
1860
$549K ﹤0.01%
14,703
+4,707
1861
$549K ﹤0.01%
18,155
-48
1862
$548K ﹤0.01%
12,910
-10,236
1863
$548K ﹤0.01%
2,946
-81
1864
$546K ﹤0.01%
+7,245
1865
$545K ﹤0.01%
17,744
+304
1866
$542K ﹤0.01%
14,340
+10
1867
$540K ﹤0.01%
10,476
+2,130
1868
$538K ﹤0.01%
10,634
-21,599
1869
$538K ﹤0.01%
17,701
-398
1870
$537K ﹤0.01%
35,117
+5,465
1871
$537K ﹤0.01%
8,136
+8
1872
$535K ﹤0.01%
24,176
-2,814
1873
$533K ﹤0.01%
4,992
-201
1874
$532K ﹤0.01%
42,483
+1,150
1875
$532K ﹤0.01%
43,344
+4,341
73 74
75
76 77