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
2176
$309K ﹤0.01%
16,914
-2,725
2177
$306K ﹤0.01%
4,210
+241
2178
$305K ﹤0.01%
10,276
-3,632
2179
$305K ﹤0.01%
15,469
+2,139
2180
$305K ﹤0.01%
23,300
2181
$305K ﹤0.01%
17,244
-17,575
2182
$303K ﹤0.01%
22,651
+55
2183
$303K ﹤0.01%
6,722
+382
2184
$303K ﹤0.01%
2,982
+357
2185
$303K ﹤0.01%
+13,770
2186
$302K ﹤0.01%
25,237
+15,000
2187
$302K ﹤0.01%
17,611
-4,842
2188
$302K ﹤0.01%
11,382
+3,915
2189
$301K ﹤0.01%
7,123
-5,675
2190
$301K ﹤0.01%
5,710
+501
2191
$300K ﹤0.01%
3,193
-23
2192
$300K ﹤0.01%
7,612
+473
2193
$300K ﹤0.01%
2,188
+23
2194
$300K ﹤0.01%
21,824
-7,402
2195
$299K ﹤0.01%
12,207
-494
2196
$299K ﹤0.01%
+10,908
2197
$299K ﹤0.01%
14,604
-3,393
2198
$299K ﹤0.01%
+3,583
2199
$298K ﹤0.01%
57,541
-45,911
2200
$298K ﹤0.01%
34,712
-2,216
86 87
88
89 90