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
1901
$510K ﹤0.01%
19,445
-4,544
1902
$510K ﹤0.01%
+5,948
1903
$509K ﹤0.01%
18,329
+1,081
1904
$509K ﹤0.01%
41,291
+72
1905
$509K ﹤0.01%
12,407
+182
1906
$508K ﹤0.01%
+10,000
1907
$508K ﹤0.01%
21,456
+2,436
1908
$506K ﹤0.01%
67,650
+36,650
1909
$506K ﹤0.01%
9,086
+1,102
1910
$500K ﹤0.01%
16,535
+930
1911
$500K ﹤0.01%
23,123
+1,055
1912
$500K ﹤0.01%
34,431
-3,810
1913
$500K ﹤0.01%
23,346
+170
1914
$500K ﹤0.01%
5,488
-6,115
1915
$500K ﹤0.01%
49,095
+4,540
1916
$499K ﹤0.01%
5,273
-547
1917
$499K ﹤0.01%
10,020
+554
1918
$499K ﹤0.01%
+7,406
1919
$498K ﹤0.01%
6,803
-47
1920
$496K ﹤0.01%
14,000
1921
$495K ﹤0.01%
13,308
-296
1922
$494K ﹤0.01%
10,842
+1,475
1923
$493K ﹤0.01%
28,934
-12,436
1924
$486K ﹤0.01%
16,259
-4,678
1925
$484K ﹤0.01%
8,237
+237
75 76
77
78 79