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
2326
$230K ﹤0.01%
4,219
+512
2327
$230K ﹤0.01%
+8,154
2328
$230K ﹤0.01%
5,740
-140
2329
$230K ﹤0.01%
6,271
-4,834
2330
$229K ﹤0.01%
20,360
-26,607
2331
$229K ﹤0.01%
+12,827
2332
$229K ﹤0.01%
33,220
+7,520
2333
$229K ﹤0.01%
+8,101
2334
$229K ﹤0.01%
+3,853
2335
$228K ﹤0.01%
5,795
-1,134
2336
$227K ﹤0.01%
13,050
2337
$227K ﹤0.01%
5,164
2338
$227K ﹤0.01%
+15,222
2339
$227K ﹤0.01%
12,983
+1,523
2340
$226K ﹤0.01%
2,086
-97
2341
$226K ﹤0.01%
14,549
+778
2342
$225K ﹤0.01%
5,101
-2,837
2343
$225K ﹤0.01%
5,836
-5,573
2344
$224K ﹤0.01%
+5,890
2345
$224K ﹤0.01%
7,550
-3,157
2346
$223K ﹤0.01%
15,489
-6,176
2347
$223K ﹤0.01%
7,976
+231
2348
$223K ﹤0.01%
10,137
+20
2349
$223K ﹤0.01%
9,411
-30,771
2350
$222K ﹤0.01%
1,762
-33
92 93
94
95 96