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
1926
$483K ﹤0.01%
75,310
-1,288
1927
$483K ﹤0.01%
52,706
-5,009
1928
$483K ﹤0.01%
17,400
1929
$483K ﹤0.01%
19,254
+1,475
1930
$482K ﹤0.01%
16,749
-69,481
1931
$481K ﹤0.01%
27,184
-3,595
1932
$479K ﹤0.01%
3,609
+542
1933
$478K ﹤0.01%
21,149
-375
1934
$478K ﹤0.01%
37,668
+407
1935
$477K ﹤0.01%
13,440
-26
1936
$477K ﹤0.01%
75,661
+300
1937
$477K ﹤0.01%
8,756
+4,560
1938
$476K ﹤0.01%
4,925
+1,679
1939
$476K ﹤0.01%
1,085
-704
1940
$475K ﹤0.01%
62,305
+1,912
1941
$474K ﹤0.01%
6,059
+127
1942
$474K ﹤0.01%
43,313
-25,729
1943
$474K ﹤0.01%
13,054
1944
$472K ﹤0.01%
30,510
+5,335
1945
$472K ﹤0.01%
40,600
+2,200
1946
$470K ﹤0.01%
+18,056
1947
$470K ﹤0.01%
20,727
-14,455
1948
$469K ﹤0.01%
+13,712
1949
$469K ﹤0.01%
19,054
+3,739
1950
$468K ﹤0.01%
44,231
+28,534
76 77
78
79 80