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
2301
$240K ﹤0.01%
4,902
+188
2302
$240K ﹤0.01%
6,603
-985
2303
$240K ﹤0.01%
12,125
+1,269
2304
$239K ﹤0.01%
9,937
+835
2305
$238K ﹤0.01%
+40,269
2306
$238K ﹤0.01%
2,975
-345
2307
$237K ﹤0.01%
+9,618
2308
$237K ﹤0.01%
4,383
-247
2309
$236K ﹤0.01%
+9,651
2310
$236K ﹤0.01%
+7,680
2311
$236K ﹤0.01%
10,721
-2,655
2312
$235K ﹤0.01%
5,237
2313
$235K ﹤0.01%
1,466
-62
2314
$235K ﹤0.01%
+6,136
2315
$235K ﹤0.01%
12,500
2316
$234K ﹤0.01%
30,134
+2,019
2317
$234K ﹤0.01%
+5,890
2318
$233K ﹤0.01%
29,850
-99,616
2319
$233K ﹤0.01%
+7,960
2320
$233K ﹤0.01%
8,015
-3,925
2321
$232K ﹤0.01%
+13,307
2322
$232K ﹤0.01%
+7,875
2323
$232K ﹤0.01%
5,726
-218
2324
$232K ﹤0.01%
470
+26
2325
$231K ﹤0.01%
373
-1
91 92
93
94 95