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
251
$27.6M 0.08%
341,446
+20,954
252
$27.4M 0.08%
426,742
-12,908
253
$27.1M 0.08%
228,294
+17,187
254
$26.7M 0.08%
240,733
+11,239
255
$26.7M 0.08%
353,588
+32,412
256
$26.6M 0.08%
512,158
+60,176
257
$26.6M 0.08%
673,124
+15,728
258
$26.4M 0.08%
175,498
+1,806
259
$26.4M 0.08%
556,206
-76,838
260
$26.4M 0.08%
580,804
-45,499
261
$25.9M 0.07%
1,129,131
+26,855
262
$25.7M 0.07%
333,203
-5,678
263
$25.5M 0.07%
855,439
-12,073
264
$25.4M 0.07%
675,149
-49,962
265
$25.2M 0.07%
318,041
+164,703
266
$25.1M 0.07%
131,625
+31,653
267
$24.9M 0.07%
73,479
+24,851
268
$24.9M 0.07%
435,671
-2,903
269
$24.8M 0.07%
559,610
+24,587
270
$24.6M 0.07%
192,996
-365
271
$24.3M 0.07%
222,652
-769
272
$24.1M 0.07%
1,209,415
-186,260
273
$23.8M 0.07%
468,514
+18,294
274
$23.6M 0.07%
195,837
+16,901
275
$23.5M 0.07%
729,553
+182,935
9 10
11
12 13