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
2501
$229K ﹤0.01%
11,644
+6,021
2502
$229K ﹤0.01%
7,463
2503
$228K ﹤0.01%
6,175
+59
2504
$228K ﹤0.01%
8,700
-67
2505
$228K ﹤0.01%
5,779
-2,109
2506
$227K ﹤0.01%
10,275
-465
2507
$227K ﹤0.01%
4,401
-108
2508
$227K ﹤0.01%
5,918
-5,174
2509
$226K ﹤0.01%
5,837
2510
$226K ﹤0.01%
+11,646
2511
$225K ﹤0.01%
11,500
+284
2512
$225K ﹤0.01%
5,000
-2,500
2513
$224K ﹤0.01%
2,248
-637
2514
$224K ﹤0.01%
7,639
+75
2515
$224K ﹤0.01%
11,499
-8
2516
$223K ﹤0.01%
25,738
2517
$223K ﹤0.01%
6,724
-898
2518
$223K ﹤0.01%
12,257
-1,713
2519
$223K ﹤0.01%
3,031
-5,427
2520
$223K ﹤0.01%
7,648
-11,372
2521
$223K ﹤0.01%
12,500
2522
$222K ﹤0.01%
34,775
-5,270
2523
$221K ﹤0.01%
+456
2524
$220K ﹤0.01%
3,105
-97
2525
$220K ﹤0.01%
5,851
-701
99 100
101
102 103