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
376
$15.1M 0.04%
300,291
-15,247
377
$15M 0.04%
99,650
-43,723
378
$15M 0.04%
70,457
-2,687
379
$15M 0.04%
645,750
+45,255
380
$14.9M 0.04%
211,050
+2,080
381
$14.9M 0.04%
152,024
+1,734
382
$14.9M 0.04%
235,098
-1,912
383
$14.9M 0.04%
209,311
-73,867
384
$14.7M 0.04%
264,271
-14,089
385
$14.7M 0.04%
470,046
+65,381
386
$14.6M 0.04%
39,740
-3,175
387
$14.4M 0.04%
172,183
-14,394
388
$14.4M 0.04%
174,851
-4,815
389
$14.4M 0.04%
549,093
+364,889
390
$14.4M 0.04%
321,448
+212,578
391
$14.4M 0.04%
609,516
-53,436
392
$14.4M 0.04%
54,326
+7,768
393
$14.3M 0.04%
187,569
-85,170
394
$14.3M 0.04%
289,553
-302
395
$14.3M 0.04%
288,812
-121,688
396
$14.3M 0.04%
209,260
-89,133
397
$14.3M 0.04%
361,073
-9,351
398
$14.2M 0.04%
499,742
+469,557
399
$14.1M 0.04%
210,570
-7,893
400
$14.1M 0.04%
44
-2
14 15
16
17 18