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
2801
– –
-13,675
2802
– –
-89,449
2803
– –
-42,098
2804
– –
-5,913
2805
– –
-21,906
2806
– –
-35,641
2807
– –
-25,045
2808
– –
-12,242
2809
– –
-9,070
2810
– –
-11,895
2811
– –
-17,394
2812
– –
-9,441
2813
– –
-5,255
2814
– –
-51,048
2815
– –
-17,418
2816
– –
-12,744
2817
– –
-508,706
2818
– –
-17,090
2819
– –
-21,149
2820
– –
-14,504
2821
– –
-8,180
2822
– –
-11,158
2823
– –
-10,291
2824
– –
-5,672
2825
– –
-14,140
111 112
113
114 115