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
1976
$448K ﹤0.01%
31,200
-20,600
1977
$448K ﹤0.01%
10,084
-1,904
1978
$447K ﹤0.01%
34,593
1979
$446K ﹤0.01%
28,257
+2,573
1980
$445K ﹤0.01%
16,797
+3,181
1981
$444K ﹤0.01%
11,508
-141
1982
$444K ﹤0.01%
23,146
-36,112
1983
$442K ﹤0.01%
+5,743
1984
$442K ﹤0.01%
315
+65
1985
$441K ﹤0.01%
+4,225
1986
$440K ﹤0.01%
34,100
+4,300
1987
$438K ﹤0.01%
7,600
1988
$438K ﹤0.01%
848
-186
1989
$438K ﹤0.01%
10,171
+2,218
1990
$437K ﹤0.01%
11,456
+183
1991
$437K ﹤0.01%
+4,628
1992
$437K ﹤0.01%
5,085
+1,256
1993
$437K ﹤0.01%
16,580
+62
1994
$437K ﹤0.01%
21,700
1995
$435K ﹤0.01%
+6,907
1996
$435K ﹤0.01%
7,181
-655
1997
$434K ﹤0.01%
23,317
+4,235
1998
$433K ﹤0.01%
+13,898
1999
$432K ﹤0.01%
5,420
-30
2000
$431K ﹤0.01%
631
-19
78 79
80
81 82