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
2126
$335K ﹤0.01%
91,034
+7,216
2127
$334K ﹤0.01%
21,433
+690
2128
$334K ﹤0.01%
2,456
-1,143
2129
$333K ﹤0.01%
5,938
-2,038
2130
$332K ﹤0.01%
25,547
+3,023
2131
$331K ﹤0.01%
7,578
+864
2132
$331K ﹤0.01%
13,699
-10,530
2133
$330K ﹤0.01%
25,946
+7,575
2134
$330K ﹤0.01%
5,602
-53
2135
$329K ﹤0.01%
28,827
+10,641
2136
$328K ﹤0.01%
18,490
+940
2137
$325K ﹤0.01%
17,930
-400
2138
$325K ﹤0.01%
6,532
+1,229
2139
$325K ﹤0.01%
11,324
-20
2140
$324K ﹤0.01%
7,185
-1,029
2141
$324K ﹤0.01%
23,054
-635,779
2142
$323K ﹤0.01%
11,412
+350
2143
$323K ﹤0.01%
11,633
-7,158
2144
$322K ﹤0.01%
20,226
+9,826
2145
$322K ﹤0.01%
10,620
2146
$321K ﹤0.01%
4,189
+400
2147
$321K ﹤0.01%
+75,200
2148
$321K ﹤0.01%
16,337
-5,660
2149
$320K ﹤0.01%
4,604
+1,196
2150
$319K ﹤0.01%
17,831
+2,990
84 85
86
87 88