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
776
$5.78M 0.02%
340,144
-1,275
777
$5.78M 0.02%
307,979
+8,126
778
$5.76M 0.02%
71,876
+1,412
779
$5.76M 0.02%
213,920
-1,265
780
$5.75M 0.02%
45,004
+1,003
781
$5.74M 0.02%
105,211
-7,976
782
$5.74M 0.02%
155,566
+7,513
783
$5.73M 0.02%
188,161
+25,571
784
$5.72M 0.02%
101,810
+8,660
785
$5.71M 0.02%
139,853
+17,404
786
$5.7M 0.02%
31,593
+1,839
787
$5.68M 0.02%
433,008
+2,756
788
$5.67M 0.02%
80,499
+4,211
789
$5.67M 0.02%
122,499
+14,503
790
$5.65M 0.02%
6,347
-99
791
$5.65M 0.02%
267,136
-8,104
792
$5.62M 0.02%
114,692
-10,201
793
$5.62M 0.02%
1,560,899
+29,658
794
$5.59M 0.02%
136,760
+32,770
795
$5.58M 0.02%
17,321
+2,222
796
$5.57M 0.02%
43,483
-1,627
797
$5.55M 0.02%
176,821
-21,932
798
$5.51M 0.02%
31,866
+10,268
799
$5.49M 0.02%
232,500
+24,440
800
$5.49M 0.02%
78,934
-4,384
30 31
32
33 34