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
651
$7.79M 0.02%
168,624
+62,100
652
$7.77M 0.02%
166,775
+27,361
653
$7.72M 0.02%
45,981
+13,186
654
$7.71M 0.02%
142,900
+5,218
655
$7.67M 0.02%
159,778
+4,180
656
$7.67M 0.02%
38,687
-34,365
657
$7.64M 0.02%
957,713
-192,195
658
$7.62M 0.02%
114,029
+10,274
659
$7.58M 0.02%
139,532
+121,783
660
$7.56M 0.02%
198,818
+76,071
661
$7.53M 0.02%
69,490
+508
662
$7.47M 0.02%
320,917
+154,585
663
$7.45M 0.02%
386,145
+167,812
664
$7.44M 0.02%
143,240
+16,186
665
$7.41M 0.02%
107,216
-2,598
666
$7.36M 0.02%
145,065
-60,456
667
$7.34M 0.02%
130,158
-66,278
668
$7.31M 0.02%
56,332
+11,761
669
$7.26M 0.02%
133,315
+9,996
670
$7.21M 0.02%
257,182
+29,832
671
$7.2M 0.02%
145,919
-1,061
672
$7.2M 0.02%
125,884
+13,824
673
$7.2M 0.02%
54,542
-4,940
674
$7.18M 0.02%
572,025
+207,671
675
$7.18M 0.02%
174,667
-20,573
25 26
27
28 29