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
826
$5.2M 0.01%
88,596
+616
827
$5.2M 0.01%
207,007
+6,624
828
$5.19M 0.01%
32,142
-347
829
$5.16M 0.01%
84,094
-29,746
830
$5.16M 0.01%
1,792,286
-16,330
831
$5.15M 0.01%
83,880
+5,615
832
$5.13M 0.01%
76,969
-6,806
833
$5.12M 0.01%
112,791
-17,769
834
$5.11M 0.01%
48,993
-1,158
835
$5.11M 0.01%
121,327
-1,140
836
$5.11M 0.01%
159,084
-42,891
837
$5.09M 0.01%
63,816
+354
838
$5.08M 0.01%
63,685
-2,022
839
$5.08M 0.01%
44,263
+1,653
840
$5.05M 0.01%
40,928
+8,984
841
$5.04M 0.01%
166,186
-4,817
842
$5.03M 0.01%
95,454
+48,718
843
$5.02M 0.01%
81,747
+3,493
844
$5.01M 0.01%
4,631
+358
845
$5.01M 0.01%
96,776
+11,797
846
$5.01M 0.01%
76,311
+32,146
847
$5.01M 0.01%
46,250
+16,910
848
$4.99M 0.01%
107,074
-16,264
849
$4.97M 0.01%
35,658
+4,732
850
$4.94M 0.01%
111,231
+5,817
32 33
34
35 36