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
551
$9.91M 0.03%
61,887
+4,334
552
$9.9M 0.03%
340,049
-163,976
553
$9.9M 0.03%
109,638
+471
554
$9.89M 0.03%
410,787
-115
555
$9.89M 0.03%
155,406
+2,168
556
$9.88M 0.03%
248,975
+296
557
$9.79M 0.03%
561,990
+13,523
558
$9.71M 0.03%
155,884
-4,542
559
$9.69M 0.03%
221,235
-99,920
560
$9.67M 0.03%
695,150
+9,619
561
$9.56M 0.03%
64,091
-517
562
$9.48M 0.03%
+135,859
563
$9.46M 0.03%
199,922
+22,563
564
$9.45M 0.03%
550,796
-117,910
565
$9.42M 0.03%
180,858
-1,777
566
$9.42M 0.03%
714,068
+69,231
567
$9.37M 0.03%
59,074
+23,288
568
$9.36M 0.03%
264,806
-28,269
569
$9.36M 0.03%
666,283
+163,442
570
$9.34M 0.03%
67,295
+5,763
571
$9.32M 0.03%
168,566
+4,817
572
$9.3M 0.03%
+128,876
573
$9.29M 0.03%
361,409
+19,130
574
$9.25M 0.03%
76,758
+4,631
575
$9.24M 0.03%
169,587
-4,943
21 22
23
24 25