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
2101
$358K ﹤0.01%
3,090
-115
2102
$358K ﹤0.01%
20,000
2103
$358K ﹤0.01%
7,555
-74
2104
$357K ﹤0.01%
6,595
-2,048
2105
$357K ﹤0.01%
16,000
2106
$357K ﹤0.01%
6,046
+557
2107
$354K ﹤0.01%
+17,650
2108
$351K ﹤0.01%
16,438
+3,475
2109
$351K ﹤0.01%
4,017
-2,775
2110
$351K ﹤0.01%
14,818
+2,222
2111
$351K ﹤0.01%
8,254
-1,013
2112
$350K ﹤0.01%
38,250
+1,014
2113
$349K ﹤0.01%
52,368
-18,892
2114
$347K ﹤0.01%
+11,660
2115
$347K ﹤0.01%
7,113
+2,149
2116
$344K ﹤0.01%
5,604
-22
2117
$344K ﹤0.01%
6,490
2118
$344K ﹤0.01%
13,218
+1,193
2119
$343K ﹤0.01%
35,837
+13,415
2120
$343K ﹤0.01%
+20,716
2121
$343K ﹤0.01%
23,907
+109
2122
$341K ﹤0.01%
29,939
+5,895
2123
$340K ﹤0.01%
20,176
+3,278
2124
$339K ﹤0.01%
8,250
+254
2125
$337K ﹤0.01%
4,465
-60
83 84
85
86 87