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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$64M
2
+$60.5M
3
+$59.8M
4
PACW
PacWest Bancorp
PACW
+$30.9M
5
HBAN icon
Huntington Bancshares
HBAN
+$30.2M

Top Sells

1
+$53.6M
2
+$43.7M
3
+$35.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.4M
5
BMO icon
Bank of Montreal
BMO
+$27.7M

Sector Composition

1 Technology 13.3%
2 Healthcare 11.28%
3 Financials 11.03%
4 Industrials 8.48%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
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-22,534
2727
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-9,703
2728
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-1,211
2729
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-11,158
2730
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-23,582
2731
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-6,636
2732
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-5,198
2733
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-11,783
2734
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-17,500
2735
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-110,005
2736
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-12,744
2737
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-508,706
2738
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-17,090
2739
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-17,776
2740
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-28,842
2741
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2742
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-10,638
2743
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-51,106
2744
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-9,941
2745
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-41,954
2746
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-67,386
2747
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-21,149
2748
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-1,450
2749
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-8,180
2750
– –
-60,806
108 109
110
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