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
2151
$319K ﹤0.01%
8,125
-1,071
2152
$319K ﹤0.01%
6,921
+1,504
2153
$318K ﹤0.01%
4,162
-3,184
2154
$318K ﹤0.01%
31,307
+1,536
2155
$318K ﹤0.01%
37,955
-1,333
2156
$318K ﹤0.01%
52,797
+1,481
2157
$317K ﹤0.01%
+6,177
2158
$317K ﹤0.01%
3,909
-15,658
2159
$316K ﹤0.01%
+4,719
2160
$316K ﹤0.01%
8,923
2161
$315K ﹤0.01%
24,092
+5,090
2162
$315K ﹤0.01%
+12,892
2163
$315K ﹤0.01%
2,637
+126
2164
$315K ﹤0.01%
16,733
+2,481
2165
$313K ﹤0.01%
4,400
-765
2166
$313K ﹤0.01%
3,851
+28
2167
$313K ﹤0.01%
10,540
2168
$313K ﹤0.01%
20,753
-591
2169
$312K ﹤0.01%
27,142
+12,100
2170
$312K ﹤0.01%
25,094
2171
$311K ﹤0.01%
4,744
+70
2172
$310K ﹤0.01%
8,781
-1,349
2173
$310K ﹤0.01%
9,396
+2,622
2174
$310K ﹤0.01%
1,011
-162
2175
$309K ﹤0.01%
9,983
-6,345
85 86
87
88 89