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
626
$8.24M 0.02%
63,372
+3,727
627
$8.21M 0.02%
45,172
+12,699
628
$8.21M 0.02%
85,426
+1,419
629
$8.19M 0.02%
390,715
-167,579
630
$8.18M 0.02%
380,139
+9,695
631
$8.14M 0.02%
101,851
+13,782
632
$8.13M 0.02%
385,966
-12,753
633
$8.13M 0.02%
93,971
-1,748
634
$8.12M 0.02%
567,816
+52,039
635
$8.11M 0.02%
345,919
+47,531
636
$8.1M 0.02%
186,559
+25,447
637
$8.08M 0.02%
67,246
-23,273
638
$8.05M 0.02%
81,299
+18,596
639
$8.03M 0.02%
172,333
-133,893
640
$7.99M 0.02%
143,235
-69,336
641
$7.96M 0.02%
67,671
+4,283
642
$7.96M 0.02%
144,809
+3,563
643
$7.96M 0.02%
110,038
-17,302
644
$7.95M 0.02%
44,827
+7,741
645
$7.91M 0.02%
99,658
-2,716
646
$7.9M 0.02%
96,968
-41,174
647
$7.89M 0.02%
212,011
+80,312
648
$7.86M 0.02%
167,428
+14,402
649
$7.85M 0.02%
481,023
+375,941
650
$7.8M 0.02%
74,480
+6,060
24 25
26
27 28