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
851
$4.93M 0.01%
464,839
-16,528
852
$4.93M 0.01%
162,944
+1,830
853
$4.92M 0.01%
137,829
-19,222
854
$4.92M 0.01%
160,119
+117,543
855
$4.91M 0.01%
139,533
-3,954
856
$4.89M 0.01%
81,209
-520
857
$4.88M 0.01%
126,921
+38,779
858
$4.84M 0.01%
287,551
+10,528
859
$4.84M 0.01%
60,469
+3,405
860
$4.84M 0.01%
194,743
-11,291
861
$4.83M 0.01%
72,545
+2,400
862
$4.8M 0.01%
104,653
-6,389
863
$4.79M 0.01%
+354,757
864
$4.79M 0.01%
35,047
-11,401
865
$4.78M 0.01%
282,800
+23,663
866
$4.77M 0.01%
113,720
-291
867
$4.77M 0.01%
199,328
+11,463
868
$4.75M 0.01%
104,240
+691
869
$4.74M 0.01%
24,127
+10,436
870
$4.74M 0.01%
73,631
-584
871
$4.73M 0.01%
79,791
+14,073
872
$4.7M 0.01%
153,735
-5,543
873
$4.68M 0.01%
101,460
-80,433
874
$4.67M 0.01%
78,264
-20,994
875
$4.67M 0.01%
1,716,730
+42,214
33 34
35
36 37