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
1951
$468K ﹤0.01%
53,601
-42,276
1952
$468K ﹤0.01%
15,104
+1,756
1953
$467K ﹤0.01%
5,145
+138
1954
$466K ﹤0.01%
2,655
-445
1955
$466K ﹤0.01%
15,821
-60,794
1956
$464K ﹤0.01%
10,140
+42
1957
$464K ﹤0.01%
31,695
-54
1958
$463K ﹤0.01%
6,280
+768
1959
$463K ﹤0.01%
+11,545
1960
$463K ﹤0.01%
8,811
+175
1961
$462K ﹤0.01%
25,790
+5,340
1962
$460K ﹤0.01%
8,986
+1,000
1963
$458K ﹤0.01%
37,688
+16,907
1964
$456K ﹤0.01%
76,420
+7,805
1965
$454K ﹤0.01%
18,086
-3,454
1966
$453K ﹤0.01%
9,948
-4
1967
$452K ﹤0.01%
11,004
+310
1968
$451K ﹤0.01%
27,201
+13,924
1969
$451K ﹤0.01%
27,741
-102,304
1970
$451K ﹤0.01%
19,500
1971
$450K ﹤0.01%
14,675
+856
1972
$449K ﹤0.01%
3,749
-191
1973
$449K ﹤0.01%
+10,145
1974
$449K ﹤0.01%
8,130
-40
1975
$449K ﹤0.01%
13,771
-1,924
77 78
79
80 81