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
2651
$115K ﹤0.01%
+11,202
2652
$111K ﹤0.01%
3,976
-385
2653
$108K ﹤0.01%
1,197
-336
2654
$99K ﹤0.01%
1,288
-44
2655
$99K ﹤0.01%
11,395
2656
$98K ﹤0.01%
29,002
-518
2657
$97K ﹤0.01%
1,632
+378
2658
$94K ﹤0.01%
2,345
-205
2659
$94K ﹤0.01%
+1,650
2660
$94K ﹤0.01%
2,583
+555
2661
$93K ﹤0.01%
+39,550
2662
$93K ﹤0.01%
+19,268
2663
$92K ﹤0.01%
14,680
+98
2664
$92K ﹤0.01%
33,000
-10,000
2665
$91K ﹤0.01%
18,816
+500
2666
$91K ﹤0.01%
5,298
+334
2667
$91K ﹤0.01%
9,001
+1,420
2668
$90K ﹤0.01%
+10,310
2669
$89K ﹤0.01%
3,265
+154
2670
$86K ﹤0.01%
12,000
2671
$83K ﹤0.01%
+21,000
2672
$83K ﹤0.01%
34,000
2673
$81K ﹤0.01%
10,912
-31
2674
$79K ﹤0.01%
1,549
+479
2675
$79K ﹤0.01%
16,694
-21
105 106
107
108 109