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
726
$6.37M 0.02%
29,153
+123
727
$6.36M 0.02%
95,457
+10,448
728
$6.36M 0.02%
369,619
+32,023
729
$6.36M 0.02%
83,245
+2,168
730
$6.34M 0.02%
212,911
-711
731
$6.33M 0.02%
71,285
+6,722
732
$6.31M 0.02%
353,335
+53,314
733
$6.29M 0.02%
201,593
+126,994
734
$6.28M 0.02%
5,268
+71
735
$6.27M 0.02%
224,675
-537,931
736
$6.27M 0.02%
90,488
+17,380
737
$6.27M 0.02%
63,621
+4,225
738
$6.24M 0.02%
213,958
+14,885
739
$6.23M 0.02%
242,979
+35,698
740
$6.23M 0.02%
57,689
+51,525
741
$6.23M 0.02%
668,436
+143,456
742
$6.22M 0.02%
256,409
+155,250
743
$6.21M 0.02%
75,044
-33,810
744
$6.2M 0.02%
415,911
-402,590
745
$6.18M 0.02%
149,242
+2,296
746
$6.17M 0.02%
80,130
+1,256
747
$6.13M 0.02%
284,598
+17,807
748
$6.13M 0.02%
100,845
-463,038
749
$6.11M 0.02%
145,872
-676
750
$6.09M 0.02%
300,603
-21,460
28 29
30
31 32