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
801
$5.48M 0.02%
75,378
-2,022
802
$5.46M 0.02%
449,004
+68,811
803
$5.45M 0.02%
120,634
+16,478
804
$5.45M 0.02%
94,373
+1,913
805
$5.42M 0.02%
77,020
+4,193
806
$5.42M 0.02%
194,299
-9,828
807
$5.42M 0.02%
304,764
+83,487
808
$5.4M 0.02%
38,931
+3,060
809
$5.4M 0.02%
235,981
+224
810
$5.39M 0.02%
86,439
+47,790
811
$5.38M 0.02%
253,149
+169,673
812
$5.37M 0.02%
121,072
+3,997
813
$5.36M 0.02%
208,747
-386
814
$5.35M 0.02%
69,066
+8,805
815
$5.34M 0.02%
185,016
+900
816
$5.32M 0.02%
662,679
-149
817
$5.32M 0.02%
125,333
-5,111
818
$5.31M 0.02%
50,659
+325
819
$5.3M 0.02%
46,615
+12,320
820
$5.3M 0.02%
25,679
-11,740
821
$5.3M 0.02%
+105,610
822
$5.3M 0.02%
313,775
+145,590
823
$5.28M 0.02%
145,557
824
$5.25M 0.02%
70,383
+1,484
825
$5.24M 0.02%
56,188
-2,836
31 32
33
34 35