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
1876
$532K ﹤0.01%
29,526
+5,752
1877
$531K ﹤0.01%
13,078
-3,662
1878
$530K ﹤0.01%
59,781
-99
1879
$530K ﹤0.01%
29,168
-18
1880
$530K ﹤0.01%
33,505
-19,235
1881
$529K ﹤0.01%
13,198
+2,893
1882
$529K ﹤0.01%
8,259
-1,622
1883
$527K ﹤0.01%
+20,845
1884
$526K ﹤0.01%
+20,727
1885
$525K ﹤0.01%
5,036
+747
1886
$522K ﹤0.01%
13,213
-11,573
1887
$521K ﹤0.01%
34,302
-2,874
1888
$520K ﹤0.01%
9,753
-5,625
1889
$517K ﹤0.01%
9,746
-255
1890
$516K ﹤0.01%
17,705
+5,108
1891
$516K ﹤0.01%
7,110
-9,469
1892
$516K ﹤0.01%
16,799
+6,169
1893
$514K ﹤0.01%
8,400
-171
1894
$514K ﹤0.01%
52,076
+798
1895
$514K ﹤0.01%
+11,189
1896
$513K ﹤0.01%
7,621
1897
$512K ﹤0.01%
+21,254
1898
$512K ﹤0.01%
24,687
+569
1899
$511K ﹤0.01%
22,633
+3,561
1900
$511K ﹤0.01%
16,464
-2,645
74 75
76
77 78