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
326
$18.7M 0.05%
99,541
-734
327
$18.6M 0.05%
206,519
+8,267
328
$18.6M 0.05%
207,204
+8,205
329
$18.5M 0.05%
301,806
-20,003
330
$18.5M 0.05%
397,770
+9,208
331
$18.4M 0.05%
47,119
+700
332
$18.3M 0.05%
308,817
-36,228
333
$18.1M 0.05%
248,022
+42,321
334
$17.8M 0.05%
226,561
-7,662
335
$17.8M 0.05%
474,948
+58,152
336
$17.8M 0.05%
247,348
-13,434
337
$17.8M 0.05%
1,036,137
+16,909
338
$17.8M 0.05%
194,963
-23,854
339
$17.8M 0.05%
731,545
-313,518
340
$17.7M 0.05%
127,009
+31,252
341
$17.7M 0.05%
1,864,384
+184,708
342
$17.6M 0.05%
261,891
+7,036
343
$17.5M 0.05%
529,221
-75,399
344
$17.3M 0.05%
401,539
-10,265
345
$17M 0.05%
145,444
+16,981
346
$17M 0.05%
550,057
-29,653
347
$16.9M 0.05%
134,771
-57,163
348
$16.8M 0.05%
485,559
-51
349
$16.8M 0.05%
357,572
-147,005
350
$16.8M 0.05%
425,502
-12,733
12 13
14
15 16