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
576
$9.19M 0.03%
85,995
-35,595
577
$9.18M 0.03%
98,865
+3,864
578
$9.17M 0.03%
169,810
+24,512
579
$9.15M 0.03%
157,151
+20,818
580
$9.14M 0.03%
165,800
-13,968
581
$9.1M 0.03%
384,861
+21,242
582
$9.1M 0.03%
750,105
-181,850
583
$9.09M 0.03%
105,005
-45,571
584
$9M 0.03%
+179,451
585
$8.99M 0.03%
154,435
+2,889
586
$8.94M 0.03%
121,776
+17,716
587
$8.89M 0.03%
179,291
-6,642
588
$8.88M 0.03%
212,107
-12,593
589
$8.85M 0.03%
72,590
+6,883
590
$8.85M 0.03%
45,047
-640
591
$8.84M 0.03%
168,037
+162,432
592
$8.84M 0.03%
182,785
+58,370
593
$8.84M 0.03%
144,050
+27,624
594
$8.84M 0.03%
183,800
-79,750
595
$8.84M 0.03%
89,082
-10,944
596
$8.82M 0.03%
207,145
-84,104
597
$8.81M 0.03%
65,097
+5,670
598
$8.77M 0.03%
652,710
+10,656
599
$8.76M 0.03%
31,940
+384
600
$8.73M 0.03%
195,797
-76,611
22 23
24
25 26