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
276
$23.2M 0.07%
486,802
+25,455
277
$23.2M 0.07%
135,678
-56,895
278
$23M 0.07%
682,617
-9,155
279
$22.9M 0.07%
367,898
-33,214
280
$22.3M 0.06%
103,508
+6,006
281
$22.2M 0.06%
944,418
+82,412
282
$22.1M 0.06%
1,018,742
+69,966
283
$21.9M 0.06%
219,731
-33,965
284
$21.7M 0.06%
120,019
+4,029
285
$21.6M 0.06%
279,854
-3,520
286
$21.6M 0.06%
163,283
-7,696
287
$21.6M 0.06%
225,127
-2,818
288
$21.5M 0.06%
295,243
-226,342
289
$21.4M 0.06%
332,612
-22,799
290
$21.1M 0.06%
410,377
+32,420
291
$21M 0.06%
313,173
-5,890
292
$21M 0.06%
252,568
+67,438
293
$20.8M 0.06%
360,476
-23,023
294
$20.8M 0.06%
51,306
+5,992
295
$20.7M 0.06%
217,110
+18,230
296
$20.6M 0.06%
151,447
+25,788
297
$20.4M 0.06%
1,346,560
-118,030
298
$20.4M 0.06%
68,850
-4,784
299
$20.4M 0.06%
316,394
-135,606
300
$20.3M 0.06%
412,579
-2,404
10 11
12
13 14