Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
2801
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-13,460
2802
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-24,925
2803
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-7,857
2804
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-6,071
2805
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-20,194
2806
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-95,905
2807
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-24,981
2808
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-15,055
2809
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-3,578
2810
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-14,508
2811
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-30,800
2812
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-55,500
2813
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-7,114
2814
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-3,108
2815
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-54,712
2816
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-10,011
2817
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-11,500
2818
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-51,725
2819
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-3,753
2820
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-17,737
2821
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-218,157
2822
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-2,567
2823
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-13,018
2824
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-11,714
2825
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-10,658
111 112
113
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