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
676
$7.15M 0.02%
11,740
+6,430
677
$7.12M 0.02%
148,065
-10,424
678
$7.12M 0.02%
155,973
+22,047
679
$7.08M 0.02%
143,672
-74,414
680
$7.05M 0.02%
95,677
+2,660
681
$7.04M 0.02%
130,588
+12,895
682
$7.04M 0.02%
103,966
-854
683
$7.02M 0.02%
243,576
+24,840
684
$7.01M 0.02%
31,140
+8,307
685
$7M 0.02%
76,430
+12,815
686
$6.98M 0.02%
209,158
-27,378
687
$6.97M 0.02%
140,310
+3,567
688
$6.97M 0.02%
146,393
+5,798
689
$6.96M 0.02%
225,938
+70,544
690
$6.96M 0.02%
143,880
+34,468
691
$6.96M 0.02%
21,720
+20,342
692
$6.95M 0.02%
441,867
-36,038
693
$6.93M 0.02%
299,517
-193,429
694
$6.93M 0.02%
111,605
+10,365
695
$6.91M 0.02%
82,206
-10,934
696
$6.88M 0.02%
75,600
-1,660
697
$6.87M 0.02%
280,338
+7,237
698
$6.87M 0.02%
206,651
-30,982
699
$6.85M 0.02%
486,285
+474,155
700
$6.82M 0.02%
75,429
-2,979
26 27
28
29 30