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
501
$11M 0.03%
193,597
+2,218
502
$11M 0.03%
215,109
-82,824
503
$11M 0.03%
252,507
-1,545
504
$10.9M 0.03%
152,449
-67,643
505
$10.8M 0.03%
198,490
-170,570
506
$10.8M 0.03%
215,999
+9,453
507
$10.8M 0.03%
149,505
-9,661
508
$10.8M 0.03%
313,220
+4,867
509
$10.7M 0.03%
225,561
+92,088
510
$10.7M 0.03%
388,656
-142,464
511
$10.7M 0.03%
244,512
+490
512
$10.6M 0.03%
432,229
+14,729
513
$10.6M 0.03%
130,187
+1,125
514
$10.6M 0.03%
77,484
-7,990
515
$10.6M 0.03%
218,108
+11,140
516
$10.6M 0.03%
259,703
-5,571
517
$10.6M 0.03%
59,825
+57,985
518
$10.6M 0.03%
306,872
-130,675
519
$10.5M 0.03%
133,978
-69,061
520
$10.5M 0.03%
115,998
-11,708
521
$10.5M 0.03%
642,806
+55,006
522
$10.5M 0.03%
218,623
+118,934
523
$10.5M 0.03%
318,770
+58,972
524
$10.5M 0.03%
99,947
+3,555
525
$10.5M 0.03%
344,478
+385
19 20
21
22 23