Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$64M
2
+$60.5M
3
+$59.8M
4
PACW
PacWest Bancorp
PACW
+$30.9M
5
HBAN icon
Huntington Bancshares
HBAN
+$30.2M

Top Sells

1
+$53.6M
2
+$43.7M
3
+$35.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.4M
5
BMO icon
Bank of Montreal
BMO
+$27.7M

Sector Composition

1 Technology 13.3%
2 Healthcare 11.28%
3 Financials 11.03%
4 Industrials 8.48%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$6.82M 0.02%
213,370
+173,384
702
$6.8M 0.02%
5,281
+169
703
$6.79M 0.02%
388,043
+358,206
704
$6.74M 0.02%
134,344
+71,871
705
$6.72M 0.02%
61,148
+3,467
706
$6.69M 0.02%
111,965
-22,032
707
$6.63M 0.02%
408,362
-11,246
708
$6.61M 0.02%
94,266
+222
709
$6.59M 0.02%
68,675
+534
710
$6.58M 0.02%
204,568
-14,594
711
$6.57M 0.02%
61,870
+3,347
712
$6.56M 0.02%
36,151
-6,218
713
$6.56M 0.02%
163,853
-3,485
714
$6.53M 0.02%
140,710
+16,568
715
$6.53M 0.02%
81,464
+18,681
716
$6.51M 0.02%
128,351
-1,811
717
$6.5M 0.02%
92,734
+1,089
718
$6.49M 0.02%
104,330
-5,078
719
$6.49M 0.02%
65,563
+3,210
720
$6.48M 0.02%
198,229
-5,907
721
$6.44M 0.02%
276,684
-81,090
722
$6.42M 0.02%
106,040
-902
723
$6.42M 0.02%
154,977
-3,386
724
$6.41M 0.02%
258,103
+3,974
725
$6.41M 0.02%
108,705
+19,912
27 28
29
30 31