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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
2801
– –
-30,800
2802
– –
-55,500
2803
– –
-7,114
2804
– –
-3,108
2805
– –
-54,712
2806
– –
-10,011
2807
– –
-11,500
2808
– –
-51,725
2809
– –
-3,753
2810
– –
-17,737
2811
– –
-218,157
2812
– –
-2,567
2813
– –
-13,018
2814
– –
-11,714
2815
– –
-10,658
2816
– –
-20,759
2817
– –
-508
2818
– –
-10,612
2819
– –
-10,843
2820
– –
-38,990
2821
– –
-38,391
2822
– –
-16,606
2823
– –
-1,142
2824
– –
-3,173
2825
– –
-10,500
111 112
113
114 115