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
301
$20.2M 0.06%
184,993
+840
302
$20.2M 0.06%
155,118
+3,477
303
$20.1M 0.06%
210,844
-53,033
304
$20M 0.06%
452,820
+97,456
305
$20M 0.06%
248,271
-65,298
306
$19.7M 0.06%
639,581
+36,579
307
$19.7M 0.06%
1,108,875
-65,117
308
$19.6M 0.06%
813,180
+116,424
309
$19.6M 0.06%
800,139
+104,866
310
$19.5M 0.06%
1,491,788
+169,837
311
$19.5M 0.06%
525,299
-5,730
312
$19.5M 0.06%
256,634
+10,797
313
$19.5M 0.06%
616,306
-25,274
314
$19.5M 0.06%
229,268
-62,585
315
$19.4M 0.06%
822,580
+118,033
316
$19.4M 0.06%
380,661
+75,600
317
$19.4M 0.06%
410,142
-12,954
318
$19.4M 0.06%
500,384
-34,802
319
$19.3M 0.06%
545,043
-110,404
320
$19.3M 0.06%
361,845
+6,872
321
$19.2M 0.06%
238,962
+3,135
322
$19.1M 0.05%
535,188
+8,774
323
$19.1M 0.05%
259,114
-2,430
324
$19M 0.05%
159,316
+32,565
325
$19M 0.05%
498,044
-29,874
11 12
13
14 15