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
51
$143M 0.41%
529,142
-9,706
52
$140M 0.4%
575,888
+4,636
53
$137M 0.39%
1,054,590
+35,584
54
$137M 0.39%
1,526,805
+88,164
55
$136M 0.39%
812,076
-334,719
56
$131M 0.37%
633,302
+40,997
57
$129M 0.37%
889,564
+4,684
58
$128M 0.37%
2,429,056
+140,683
59
$127M 0.36%
3,099,145
-45,082
60
$126M 0.36%
1,550,813
+93,309
61
$125M 0.36%
1,274,768
-9,628
62
$123M 0.35%
1,608,843
-1,763
63
$119M 0.34%
1,013,878
+27,907
64
$119M 0.34%
746,053
+21,266
65
$118M 0.34%
755,623
-6,475
66
$117M 0.34%
879,546
-127,705
67
$117M 0.34%
925,822
+4,764
68
$114M 0.33%
1,133,310
+217,032
69
$114M 0.33%
1,489,364
+43,511
70
$110M 0.32%
532,163
-11,702
71
$109M 0.31%
1,605,419
+569
72
$108M 0.31%
970,467
+24,335
73
$107M 0.31%
939,406
-37,619
74
$107M 0.31%
2,541,328
+245,564
75
$107M 0.31%
606,373
+4,565
1 2
3
4 5