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
2051
$392K ﹤0.01%
4,173
-440
2052
$391K ﹤0.01%
9,058
-624
2053
$391K ﹤0.01%
8,828
-101
2054
$390K ﹤0.01%
7,375
-125
2055
$389K ﹤0.01%
12,200
+5,000
2056
$388K ﹤0.01%
65,990
+1,123
2057
$388K ﹤0.01%
+8,409
2058
$387K ﹤0.01%
5,563
-58
2059
$386K ﹤0.01%
8,134
-1,083
2060
$384K ﹤0.01%
7,744
-276
2061
$384K ﹤0.01%
4,433
-9
2062
$383K ﹤0.01%
6,752
-51,836
2063
$383K ﹤0.01%
15,566
+2,466
2064
$383K ﹤0.01%
+12,000
2065
$382K ﹤0.01%
4,318
-730
2066
$382K ﹤0.01%
7,508
+530
2067
$382K ﹤0.01%
5,080
+559
2068
$382K ﹤0.01%
31,494
-812
2069
$381K ﹤0.01%
13,664
+2,499
2070
$381K ﹤0.01%
+14,076
2071
$380K ﹤0.01%
7,498
+2,211
2072
$379K ﹤0.01%
7,541
+446
2073
$378K ﹤0.01%
32,731
-4,800
2074
$378K ﹤0.01%
1,877
+175
2075
$377K ﹤0.01%
18,482
+4,684
81 82
83
84 85