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
526
$10.4M 0.03%
86,602
+20,003
527
$10.4M 0.03%
102,342
+7,482
528
$10.4M 0.03%
187,289
+2,537
529
$10.4M 0.03%
33,409
-559
530
$10.4M 0.03%
244,740
-14,650
531
$10.4M 0.03%
85,160
+11,354
532
$10.3M 0.03%
807,875
+262,231
533
$10.3M 0.03%
815,134
+63,834
534
$10.3M 0.03%
101,867
+9,908
535
$10.3M 0.03%
69,743
+9,512
536
$10.3M 0.03%
223,741
-8,684
537
$10.3M 0.03%
180,727
+13,834
538
$10.3M 0.03%
+44,673
539
$10.3M 0.03%
85,429
-40,366
540
$10.2M 0.03%
76,300
-8,819
541
$10.2M 0.03%
192,598
-15,431
542
$10.1M 0.03%
531,128
+155,800
543
$10.1M 0.03%
201,487
+135,613
544
$10.1M 0.03%
50,276
-2,691
545
$10.1M 0.03%
144,861
+87,647
546
$9.99M 0.03%
230,467
-180,122
547
$9.98M 0.03%
92,523
-487
548
$9.95M 0.03%
61,580
+540
549
$9.91M 0.03%
444,057
-173,438
550
$9.91M 0.03%
82,312
-168
20 21
22
23 24