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
401
$14.1M 0.04%
126,681
+4,139
402
$14M 0.04%
138,581
+8,791
403
$14M 0.04%
188,400
+4,623
404
$14M 0.04%
1,375,348
+339,782
405
$13.9M 0.04%
72,053
+6,692
406
$13.8M 0.04%
155,242
-6,727
407
$13.8M 0.04%
229,894
+16,011
408
$13.8M 0.04%
586,848
+30,180
409
$13.8M 0.04%
192,524
-5,553
410
$13.7M 0.04%
173,951
-79,778
411
$13.7M 0.04%
104,430
+87,264
412
$13.7M 0.04%
555,489
+39,168
413
$13.6M 0.04%
41,470
+2,734
414
$13.6M 0.04%
323,400
+11,390
415
$13.6M 0.04%
186,052
+14,854
416
$13.5M 0.04%
474,476
+31,248
417
$13.5M 0.04%
214,974
-16,728
418
$13.5M 0.04%
1,175,434
+56,216
419
$13.4M 0.04%
6,747
+71
420
$13.4M 0.04%
758,020
+210,404
421
$13.4M 0.04%
208,191
-90,134
422
$13.4M 0.04%
37,359
-2,430
423
$13.4M 0.04%
193,014
-78,715
424
$13.4M 0.04%
1,439,081
+9,303
425
$13.3M 0.04%
254,206
-91,225
15 16
17
18 19