Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$64M
2
+$60.5M
3
+$59.8M
4
PACW
PacWest Bancorp
PACW
+$30.9M
5
HBAN icon
Huntington Bancshares
HBAN
+$30.2M

Top Sells

1
+$53.6M
2
+$43.7M
3
+$35.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.4M
5
BMO icon
Bank of Montreal
BMO
+$27.7M

Sector Composition

1 Technology 13.3%
2 Healthcare 11.28%
3 Financials 11.03%
4 Industrials 8.48%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11.6M 0.03%
265,452
-13,177
477
$11.6M 0.03%
115,179
-52,026
478
$11.5M 0.03%
137,252
+2,985
479
$11.5M 0.03%
154,427
+87,706
480
$11.5M 0.03%
347,986
-329,469
481
$11.5M 0.03%
325,566
-113,602
482
$11.5M 0.03%
71,570
+503
483
$11.4M 0.03%
307,633
-2,034
484
$11.4M 0.03%
468,017
+2,606
485
$11.4M 0.03%
62,272
-57,920
486
$11.4M 0.03%
211,743
+66,522
487
$11.4M 0.03%
1,214,312
+112,388
488
$11.4M 0.03%
164,860
-728
489
$11.3M 0.03%
390,807
-149,051
490
$11.3M 0.03%
517,407
+48,789
491
$11.3M 0.03%
121,177
+8,146
492
$11.3M 0.03%
250,853
-97,475
493
$11.3M 0.03%
44,542
-7,139
494
$11.2M 0.03%
871,092
+61,588
495
$11.2M 0.03%
393,551
+52,656
496
$11.2M 0.03%
325,660
-668
497
$11.2M 0.03%
222,337
-11,131
498
$11.2M 0.03%
317,042
+287,651
499
$11.1M 0.03%
240,506
-9,966
500
$11M 0.03%
526,650
-7,380
18 19
20
21 22