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
$34.9B
AUM Growth
+$2.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,904
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$60.2M
3
+$59.4M
4
PACW
PacWest Bancorp
PACW
+$29.3M
5
HBAN icon
Huntington Bancshares
HBAN
+$28.8M

Top Sells

1
+$56.3M
2
+$41.5M
3
+$36.3M
4
BMO icon
Bank of Montreal
BMO
+$28.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.4M

Sector Composition

1 Technology 13.3%
2 Healthcare 11.28%
3 Financials 11.02%
4 Industrials 8.47%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.2M 0.09%
367,610
-45,418
227
$30.9M 0.09%
649,064
+614,194
228
$30.6M 0.09%
195,772
-1,425
229
$30.3M 0.09%
486,198
+21,334
230
$30M 0.09%
296,803
-60,808
231
$30M 0.09%
1,887,153
+120,080
232
$30M 0.09%
386,897
-216,207
233
$29.9M 0.09%
146,377
+2,716
234
$29.7M 0.09%
146,784
+18,481
235
$29.6M 0.08%
1,290,255
-248,591
236
$29.4M 0.08%
136,209
+3,494
237
$29.2M 0.08%
103,548
+34,932
238
$29.1M 0.08%
661,111
-20,296
239
$29M 0.08%
499,845
+50,445
240
$28.9M 0.08%
176,444
-2,961
241
$28.6M 0.08%
127,560
-20,047
242
$28.6M 0.08%
218,910
-3,383
243
$28.6M 0.08%
201,741
+17,164
244
$28.5M 0.08%
315,123
-5,400
245
$28.4M 0.08%
403,473
+26,755
246
$28.1M 0.08%
651,488
+22,303
247
$28M 0.08%
486,902
+34,860
248
$27.9M 0.08%
1,922,764
-28,004
249
$27.9M 0.08%
108,970
+5,020
250
$27.7M 0.08%
77,503
+7,119
8 9
10
11 12