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
2426
$185K ﹤0.01%
20,000
-1,000
2427
$184K ﹤0.01%
15,032
+1,218
2428
$184K ﹤0.01%
2,403
-409
2429
$182K ﹤0.01%
14,000
-2,000
2430
$181K ﹤0.01%
+10,800
2431
$179K ﹤0.01%
16,125
+500
2432
$179K ﹤0.01%
14,845
-855
2433
$179K ﹤0.01%
14,399
+1,783
2434
$178K ﹤0.01%
11,551
+551
2435
$177K ﹤0.01%
2,433
-1,978
2436
$177K ﹤0.01%
15,381
+2,400
2437
$176K ﹤0.01%
19,620
-49,928
2438
$175K ﹤0.01%
17,374
-7,779
2439
$169K ﹤0.01%
+38,199
2440
$165K ﹤0.01%
26,767
-3,456
2441
$165K ﹤0.01%
21,091
2442
$165K ﹤0.01%
+11,441
2443
$164K ﹤0.01%
11,725
+1,971
2444
$163K ﹤0.01%
13,000
+3,000
2445
$163K ﹤0.01%
3,305
-419
2446
$161K ﹤0.01%
13,455
+2,147
2447
$161K ﹤0.01%
27,063
+1,500
2448
$159K ﹤0.01%
11,650
+1,201
2449
$159K ﹤0.01%
+14,257
2450
$156K ﹤0.01%
15,443
-1,084
96 97
98
99 100