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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
2751
– –
-2,706
2752
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-20,839
2753
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-16,500
2754
– –
-8,354
2755
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-10,291
2756
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-5,672
2757
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-14,140
2758
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-7,095
2759
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-2,924
2760
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-10,134
2761
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-6,060
2762
– –
-38,806
2763
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-6,781
2764
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-9,033
2765
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-34,739
2766
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-6,698
2767
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-1,317,141
2768
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-80
2769
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-10,038
2770
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-12,991
2771
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-48,909
2772
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-8,501
2773
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-5,069
2774
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-393,171
2775
– –
-28,539
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