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
2626
$142K ﹤0.01%
11,000
-2,000
2627
$142K ﹤0.01%
34,800
-4,150
2628
$138K ﹤0.01%
10,200
2629
$138K ﹤0.01%
28,357
-17,046
2630
$137K ﹤0.01%
13,066
+2,759
2631
$136K ﹤0.01%
11,750
+250
2632
$135K ﹤0.01%
10,562
-550
2633
$133K ﹤0.01%
10,381
-3,731
2634
$132K ﹤0.01%
33,343
-440
2635
$132K ﹤0.01%
22,256
-3,213
2636
$131K ﹤0.01%
+3,627
2637
$131K ﹤0.01%
13,370
+1,010
2638
$131K ﹤0.01%
21,043
-514
2639
$131K ﹤0.01%
14,800
+2,186
2640
$130K ﹤0.01%
10,468
+75
2641
$130K ﹤0.01%
+656
2642
$129K ﹤0.01%
20,000
-6,912
2643
$125K ﹤0.01%
11,441
2644
$123K ﹤0.01%
12,029
-245,161
2645
$122K ﹤0.01%
1,347
2646
$120K ﹤0.01%
12,382
-2,852
2647
$119K ﹤0.01%
1,626
-465
2648
$117K ﹤0.01%
13,924
2649
$116K ﹤0.01%
+11,596
2650
$115K ﹤0.01%
+17,525
104 105
106
107 108