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
2601
$178K ﹤0.01%
15,079
+350
2602
$178K ﹤0.01%
+12,030
2603
$176K ﹤0.01%
2,719
-257
2604
$174K ﹤0.01%
25,512
+1,990
2605
$173K ﹤0.01%
20,133
-2,071
2606
$173K ﹤0.01%
14,576
2607
$172K ﹤0.01%
15,500
2608
$172K ﹤0.01%
27,505
-776
2609
$169K ﹤0.01%
11,237
-460
2610
$167K ﹤0.01%
2,293
2611
$167K ﹤0.01%
15,648
-3,701
2612
$163K ﹤0.01%
30,083
+414
2613
$163K ﹤0.01%
3,500
+500
2614
$160K ﹤0.01%
15,952
+1,113
2615
$159K ﹤0.01%
17,364
2616
$154K ﹤0.01%
+10,013
2617
$153K ﹤0.01%
10,693
-3,100
2618
$152K ﹤0.01%
66,738
-5,379
2619
$151K ﹤0.01%
12,250
2620
$149K ﹤0.01%
31,691
+2,958
2621
$148K ﹤0.01%
11,549
-6,909
2622
$148K ﹤0.01%
34,132
+2,510
2623
$144K ﹤0.01%
14,420
+971
2624
$144K ﹤0.01%
15,108
-49,210
2625
$143K ﹤0.01%
+34,400
103 104
105
106 107