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
2551
$212K ﹤0.01%
11,550
-1,700
2552
$211K ﹤0.01%
4,824
-2,752
2553
$210K ﹤0.01%
6,386
+26
2554
$209K ﹤0.01%
+9,288
2555
$209K ﹤0.01%
7,482
-11,747
2556
$208K ﹤0.01%
4,099
-418
2557
$207K ﹤0.01%
5,850
+100
2558
$207K ﹤0.01%
+4,639
2559
$207K ﹤0.01%
+5,576
2560
$206K ﹤0.01%
+7,223
2561
$205K ﹤0.01%
6,844
+887
2562
$205K ﹤0.01%
7,638
+185
2563
$204K ﹤0.01%
+3,756
2564
$204K ﹤0.01%
6,746
-1,099
2565
$204K ﹤0.01%
7,930
-366
2566
$203K ﹤0.01%
+2,342
2567
$203K ﹤0.01%
7,538
-949
2568
$202K ﹤0.01%
15,613
2569
$202K ﹤0.01%
366
-8
2570
$201K ﹤0.01%
+8,081
2571
$201K ﹤0.01%
12,700
-2,200
2572
$201K ﹤0.01%
+6,045
2573
$201K ﹤0.01%
89
-245
2574
$201K ﹤0.01%
+3,536
2575
$198K ﹤0.01%
26,721
+4,069
101 102
103
104 105