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
351
$16.8M 0.05%
590,498
+116,556
352
$16.7M 0.05%
391,077
-2,542
353
$16.6M 0.05%
351,831
+7,312
354
$16.5M 0.05%
295,769
+271,246
355
$16.5M 0.05%
210,339
+37,108
356
$16.4M 0.05%
104,540
+5,948
357
$16.3M 0.05%
164,251
-336
358
$16.3M 0.05%
87,265
+16,430
359
$16.3M 0.05%
158,700
-4,368
360
$16.2M 0.05%
287,671
-214,506
361
$16.1M 0.05%
271,361
+10,550
362
$16M 0.05%
558,845
-4,805
363
$15.9M 0.05%
198,798
+3,575
364
$15.9M 0.05%
306,695
+15,365
365
$15.8M 0.05%
93,575
+8,078
366
$15.7M 0.04%
397,340
-174,253
367
$15.7M 0.04%
153,482
-3,378
368
$15.6M 0.04%
83,268
+9,829
369
$15.6M 0.04%
415,100
370
$15.5M 0.04%
304,989
+132,293
371
$15.5M 0.04%
103,134
-1,404
372
$15.4M 0.04%
210,640
-103,236
373
$15.4M 0.04%
318,984
-137,765
374
$15.3M 0.04%
283,610
+11,521
375
$15.3M 0.04%
385,567
-36,523
13 14
15
16 17