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
2251
$266K ﹤0.01%
4,832
+140
2252
$266K ﹤0.01%
10,200
2253
$263K ﹤0.01%
7,634
-477
2254
$263K ﹤0.01%
10,116
+277
2255
$262K ﹤0.01%
12,789
+3,389
2256
$262K ﹤0.01%
24,060
-1,111
2257
$262K ﹤0.01%
7,004
-7,343
2258
$262K ﹤0.01%
2,331
+167
2259
$261K ﹤0.01%
5,760
+625
2260
$260K ﹤0.01%
13,533
-1,813
2261
$260K ﹤0.01%
2,162
-367
2262
$260K ﹤0.01%
+13,027
2263
$259K ﹤0.01%
7,850
-341
2264
$259K ﹤0.01%
18,400
-13,870
2265
$258K ﹤0.01%
16,298
-18,410
2266
$258K ﹤0.01%
+9,500
2267
$258K ﹤0.01%
3,431
+191
2268
$257K ﹤0.01%
3,642
-415
2269
$257K ﹤0.01%
17,598
-3,402
2270
$256K ﹤0.01%
5,620
2271
$255K ﹤0.01%
+9,363
2272
$255K ﹤0.01%
3,186
+110
2273
$254K ﹤0.01%
3,735
-8,304
2274
$254K ﹤0.01%
31,225
+2,620
2275
$254K ﹤0.01%
11,984
-3,596
89 90
91
92 93