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
2701
$24K ﹤0.01%
+11,666
2702
$23K ﹤0.01%
564
+51
2703
$23K ﹤0.01%
13,500
2704
$22K ﹤0.01%
45,434
-636
2705
$21K ﹤0.01%
663
2706
$3K ﹤0.01%
+43,962
2707
– –
-3,253
2708
– –
-4,162
2709
– –
-5,492
2710
– –
-20,114
2711
– –
-8,538
2712
– –
-14,572
2713
– –
-13,460
2714
– –
-24,925
2715
– –
-7,857
2716
– –
-6,071
2717
– –
-20,194
2718
– –
-95,905
2719
– –
-24,981
2720
– –
-15,055
2721
– –
-3,578
2722
– –
-10,564
2723
– –
-14,862
2724
– –
-56,696
2725
– –
-2,458
107 108
109
110 111