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
601
$8.72M 0.03%
121,972
+4,697
602
$8.69M 0.02%
84,842
-15,740
603
$8.67M 0.02%
82,421
-5,022
604
$8.66M 0.02%
145,119
-8,596
605
$8.62M 0.02%
109,417
+27,213
606
$8.6M 0.02%
228,403
-104,077
607
$8.58M 0.02%
170,889
+64,373
608
$8.57M 0.02%
182,642
+6,041
609
$8.52M 0.02%
128,408
-161,806
610
$8.51M 0.02%
340,032
+13,142
611
$8.51M 0.02%
539,713
-228,461
612
$8.49M 0.02%
159,680
-2,561
613
$8.49M 0.02%
55,385
+10,511
614
$8.48M 0.02%
162,719
+14,957
615
$8.47M 0.02%
443,739
+64,794
616
$8.47M 0.02%
575,633
-39,131
617
$8.38M 0.02%
67,715
-427
618
$8.37M 0.02%
414,988
+60,409
619
$8.37M 0.02%
40,789
-6,625
620
$8.36M 0.02%
2,116,507
+8,200
621
$8.35M 0.02%
235,812
-82,732
622
$8.34M 0.02%
302,620
+50,781
623
$8.32M 0.02%
346,662
+1,670
624
$8.29M 0.02%
872,068
-128,043
625
$8.26M 0.02%
95,316
-8,760
23 24
25
26 27