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
2201
$298K ﹤0.01%
3,038
+1,294
2202
$298K ﹤0.01%
8,952
+2,430
2203
$297K ﹤0.01%
42,627
+2,662
2204
$297K ﹤0.01%
7,762
-5,359
2205
$296K ﹤0.01%
27,582
+5,301
2206
$296K ﹤0.01%
15,279
2207
$296K ﹤0.01%
+12,493
2208
$296K ﹤0.01%
5,830
2209
$293K ﹤0.01%
+12,471
2210
$291K ﹤0.01%
3,247
+785
2211
$291K ﹤0.01%
+17,520
2212
$291K ﹤0.01%
7,578
+614
2213
$291K ﹤0.01%
+26,958
2214
$291K ﹤0.01%
9,608
+28
2215
$289K ﹤0.01%
18,740
2216
$288K ﹤0.01%
4,860
+200
2217
$287K ﹤0.01%
11,182
-21
2218
$286K ﹤0.01%
4,251
-1,148
2219
$286K ﹤0.01%
24,841
+348
2220
$286K ﹤0.01%
28,733
+1,971
2221
$285K ﹤0.01%
+30,554
2222
$283K ﹤0.01%
+7,902
2223
$283K ﹤0.01%
4,414
-7,832
2224
$282K ﹤0.01%
+30,000
2225
$282K ﹤0.01%
4,489
-4,227
87 88
89
90 91