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
2276
$254K ﹤0.01%
+3,906
2277
$252K ﹤0.01%
7,757
+619
2278
$252K ﹤0.01%
+4,996
2279
$252K ﹤0.01%
8,214
2280
$250K ﹤0.01%
3,875
-35
2281
$249K ﹤0.01%
+3,710
2282
$249K ﹤0.01%
+1,670
2283
$248K ﹤0.01%
39,056
+4,075
2284
$248K ﹤0.01%
1,200
-14
2285
$248K ﹤0.01%
6,718
-19
2286
$248K ﹤0.01%
18,382
+4,277
2287
$248K ﹤0.01%
14,142
2288
$248K ﹤0.01%
9,429
2289
$247K ﹤0.01%
+9,689
2290
$247K ﹤0.01%
+12,305
2291
$246K ﹤0.01%
4,410
2292
$246K ﹤0.01%
+1,261
2293
$245K ﹤0.01%
4,617
2294
$244K ﹤0.01%
+7,725
2295
$244K ﹤0.01%
2,446
-13
2296
$244K ﹤0.01%
80,473
-4,454
2297
$244K ﹤0.01%
29,895
-269
2298
$243K ﹤0.01%
2,250
2299
$242K ﹤0.01%
3,086
+338
2300
$242K ﹤0.01%
5,148
-3,003
90 91
92
93 94