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
2351
$222K ﹤0.01%
+7,861
2352
$221K ﹤0.01%
23,127
-2,856
2353
$221K ﹤0.01%
23,989
+2,793
2354
$220K ﹤0.01%
6,366
-7,231
2355
$220K ﹤0.01%
+4,206
2356
$219K ﹤0.01%
9,725
2357
$219K ﹤0.01%
+7,074
2358
$219K ﹤0.01%
+2,863
2359
$219K ﹤0.01%
14,060
+3,071
2360
$219K ﹤0.01%
2,702
+1
2361
$218K ﹤0.01%
8,000
2362
$218K ﹤0.01%
+9,961
2363
$218K ﹤0.01%
5,367
2364
$218K ﹤0.01%
14,687
-391
2365
$217K ﹤0.01%
43,000
2366
$215K ﹤0.01%
+2,500
2367
$215K ﹤0.01%
+9,645
2368
$215K ﹤0.01%
+8,738
2369
$214K ﹤0.01%
+2,329
2370
$214K ﹤0.01%
7,868
-2,560
2371
$213K ﹤0.01%
12,226
+1,497
2372
$213K ﹤0.01%
12,700
2373
$213K ﹤0.01%
11,845
-892
2374
$213K ﹤0.01%
+4,016
2375
$213K ﹤0.01%
+2,305
93 94
95
96 97