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
2401
$202K ﹤0.01%
+6,951
2402
$201K ﹤0.01%
+2,686
2403
$201K ﹤0.01%
+4,225
2404
$200K ﹤0.01%
17,272
-16,113
2405
$200K ﹤0.01%
10,800
+100
2406
$200K ﹤0.01%
45,490
-2,000
2407
$200K ﹤0.01%
6,365
-25
2408
$200K ﹤0.01%
+10,000
2409
$200K ﹤0.01%
5,443
-63
2410
$199K ﹤0.01%
32,005
-6,465
2411
$199K ﹤0.01%
21,132
+920
2412
$198K ﹤0.01%
15,834
-5,050
2413
$197K ﹤0.01%
+11,854
2414
$196K ﹤0.01%
13,708
-2,607
2415
$196K ﹤0.01%
7,878
+3,993
2416
$195K ﹤0.01%
14,930
+433
2417
$193K ﹤0.01%
19,882
-16,483
2418
$192K ﹤0.01%
13,639
-390
2419
$192K ﹤0.01%
13,684
-12,331
2420
$190K ﹤0.01%
+12,915
2421
$189K ﹤0.01%
11,381
+173
2422
$188K ﹤0.01%
32,783
2423
$186K ﹤0.01%
18,672
-4,430
2424
$185K ﹤0.01%
2,448
+266
2425
$185K ﹤0.01%
+15,592
95 96
97
98 99