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
2076
$377K ﹤0.01%
37,674
-551
2077
$377K ﹤0.01%
10,820
-509
2078
$376K ﹤0.01%
14,700
+2,828
2079
$375K ﹤0.01%
4,099
-1,165
2080
$375K ﹤0.01%
11,653
+2,022
2081
$374K ﹤0.01%
9,288
-3
2082
$374K ﹤0.01%
+8,257
2083
$373K ﹤0.01%
+12,081
2084
$372K ﹤0.01%
14,358
-21,180
2085
$369K ﹤0.01%
7,704
+1,579
2086
$369K ﹤0.01%
6,986
-10,431
2087
$369K ﹤0.01%
12,315
-4,253
2088
$368K ﹤0.01%
20,652
-1,758
2089
$368K ﹤0.01%
5,616
-420
2090
$368K ﹤0.01%
15,885
-1,893
2091
$368K ﹤0.01%
4,368
-137
2092
$366K ﹤0.01%
9,742
-1,757
2093
$366K ﹤0.01%
+4,778
2094
$364K ﹤0.01%
7,216
+1,263
2095
$362K ﹤0.01%
25,808
-86,402
2096
$360K ﹤0.01%
27,138
-19,205
2097
$360K ﹤0.01%
17,285
-16,586
2098
$359K ﹤0.01%
+3,362
2099
$359K ﹤0.01%
4,901
-804
2100
$359K ﹤0.01%
9,087
-49,968
82 83
84
85 86