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
751
$6.08M 0.02%
178,356
-4,363
752
$6.08M 0.02%
156,887
-10,135
753
$6.06M 0.02%
164,283
-8,205
754
$6.06M 0.02%
71,423
+33,160
755
$6.06M 0.02%
103,001
+21,634
756
$6.03M 0.02%
91,446
+3,893
757
$6.03M 0.02%
272,433
-11,027
758
$6M 0.02%
203,131
+1,014
759
$5.99M 0.02%
251,888
+1,000
760
$5.95M 0.02%
212,959
+5,022
761
$5.95M 0.02%
94,095
+31,894
762
$5.95M 0.02%
320,133
+92,974
763
$5.95M 0.02%
363,900
-63,250
764
$5.94M 0.02%
35,333
+58
765
$5.94M 0.02%
129,316
-52,900
766
$5.92M 0.02%
155,700
+6,678
767
$5.91M 0.02%
62,329
+38,524
768
$5.88M 0.02%
64,880
+8,481
769
$5.88M 0.02%
203,836
-22,023
770
$5.87M 0.02%
109,441
+7,766
771
$5.83M 0.02%
399,746
-2,685
772
$5.83M 0.02%
49,368
+5,229
773
$5.79M 0.02%
91,184
-13,446
774
$5.79M 0.02%
73,086
+69,962
775
$5.79M 0.02%
212,458
+8,855
29 30
31
32 33