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
426
$13.3M 0.04%
247,048
-103,102
427
$13.2M 0.04%
207,690
-85,578
428
$13.2M 0.04%
423,131
-2,840
429
$13.1M 0.04%
117,756
+2,271
430
$13M 0.04%
112,395
-2,118
431
$13M 0.04%
105,969
+2,838
432
$13M 0.04%
1,014,122
+18,057
433
$13M 0.04%
135,142
-50,547
434
$12.9M 0.04%
137,091
-107,724
435
$12.9M 0.04%
335,277
+5,006
436
$12.9M 0.04%
374,060
+22,847
437
$12.8M 0.04%
234,777
-65,609
438
$12.8M 0.04%
189,312
-3,754
439
$12.8M 0.04%
705,705
-251,160
440
$12.8M 0.04%
362,877
-43,255
441
$12.8M 0.04%
175,386
+1,014
442
$12.8M 0.04%
153,826
+8,823
443
$12.7M 0.04%
435,362
-14,548
444
$12.7M 0.04%
187,396
-22,792
445
$12.7M 0.04%
267,160
-129,531
446
$12.6M 0.04%
102,004
-72,692
447
$12.5M 0.04%
411,771
-21,025
448
$12.5M 0.04%
397,097
+4,179
449
$12.5M 0.04%
28,963
+3,263
450
$12.5M 0.04%
135,890
-59,711
16 17
18
19 20