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
2451
$155K ﹤0.01%
1,966
-349
2452
$155K ﹤0.01%
10,200
-4,100
2453
$151K ﹤0.01%
+19,580
2454
$151K ﹤0.01%
5,395
+375
2455
$151K ﹤0.01%
32,531
+1,784
2456
$148K ﹤0.01%
+10,234
2457
$146K ﹤0.01%
+30,268
2458
$145K ﹤0.01%
13,482
-3,251
2459
$144K ﹤0.01%
14,031
+1,850
2460
$142K ﹤0.01%
10,943
2461
$141K ﹤0.01%
+12,000
2462
$140K ﹤0.01%
19,984
-8,758
2463
$139K ﹤0.01%
26,531
-970
2464
$137K ﹤0.01%
10,023
2465
$137K ﹤0.01%
10,000
2466
$136K ﹤0.01%
+14,140
2467
$135K ﹤0.01%
+10,728
2468
$134K ﹤0.01%
12,175
+61
2469
$134K ﹤0.01%
22,345
-250
2470
$132K ﹤0.01%
4,506
-1,376
2471
$131K ﹤0.01%
1,260
+12
2472
$130K ﹤0.01%
23,911
+200
2473
$128K ﹤0.01%
10,810
-479
2474
$128K ﹤0.01%
1,534
-28
2475
$127K ﹤0.01%
+12,979
97 98
99
100 101