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
2676
$79K ﹤0.01%
+362
2677
$76K ﹤0.01%
5,142
-12,632
2678
$74K ﹤0.01%
25,000
-5,000
2679
$72K ﹤0.01%
11,014
-93
2680
$71K ﹤0.01%
10,000
2681
$70K ﹤0.01%
+547
2682
$66K ﹤0.01%
+10,029
2683
$64K ﹤0.01%
+1,766
2684
$64K ﹤0.01%
18,879
+1,000
2685
$62K ﹤0.01%
+825
2686
$61K ﹤0.01%
10,785
2687
$61K ﹤0.01%
15,125
+512
2688
$59K ﹤0.01%
11,082
-1,339
2689
$56K ﹤0.01%
+10,240
2690
$53K ﹤0.01%
37,300
-100,104
2691
$50K ﹤0.01%
16,975
-1,000
2692
$49K ﹤0.01%
2,367
+156
2693
$41K ﹤0.01%
2,057
+243
2694
$40K ﹤0.01%
1,101
-24
2695
$38K ﹤0.01%
20,890
+9,050
2696
$34K ﹤0.01%
+25,000
2697
$30K ﹤0.01%
10,000
2698
$28K ﹤0.01%
+11
2699
$25K ﹤0.01%
624
-800
2700
$24K ﹤0.01%
32,119
+4,219
106 107
108
109 110