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
2001
$431K ﹤0.01%
17,681
+6,096
2002
$430K ﹤0.01%
10,792
+591
2003
$429K ﹤0.01%
+11,830
2004
$429K ﹤0.01%
5,656
-113,848
2005
$427K ﹤0.01%
5,090
-701
2006
$425K ﹤0.01%
9,112
-318
2007
$425K ﹤0.01%
24,942
2008
$424K ﹤0.01%
13,585
2009
$423K ﹤0.01%
8,850
2010
$423K ﹤0.01%
+17,029
2011
$422K ﹤0.01%
2,809
-193
2012
$421K ﹤0.01%
18,232
+439
2013
$421K ﹤0.01%
+13,634
2014
$420K ﹤0.01%
9,535
-44,302
2015
$417K ﹤0.01%
22,357
-150
2016
$417K ﹤0.01%
35,000
2017
$417K ﹤0.01%
22,732
-46
2018
$414K ﹤0.01%
+62,769
2019
$414K ﹤0.01%
15,000
+500
2020
$413K ﹤0.01%
5,112
-250
2021
$412K ﹤0.01%
+24,112
2022
$410K ﹤0.01%
11,849
-3,485
2023
$410K ﹤0.01%
12,206
+1,299
2024
$410K ﹤0.01%
9,588
+1,780
2025
$410K ﹤0.01%
44,837
+11,780
79 80
81
82 83