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
876
$4.64M 0.01%
15,787
+653
877
$4.62M 0.01%
125,727
+2,911
878
$4.61M 0.01%
153,328
-4,993
879
$4.6M 0.01%
27,278
+3,011
880
$4.59M 0.01%
318,650
-2,432
881
$4.59M 0.01%
275,491
+97,373
882
$4.53M 0.01%
111,239
-108
883
$4.52M 0.01%
61,597
+3,282
884
$4.49M 0.01%
159,474
+70,644
885
$4.46M 0.01%
112,996
+4,149
886
$4.46M 0.01%
33,410
-2,004
887
$4.44M 0.01%
273,780
-35
888
$4.43M 0.01%
296,575
-4,914
889
$4.43M 0.01%
93,881
-479
890
$4.38M 0.01%
140,718
-5,557
891
$4.38M 0.01%
174,792
+33,309
892
$4.37M 0.01%
35,511
-868
893
$4.36M 0.01%
2,879
-165
894
$4.36M 0.01%
38,158
+28,666
895
$4.35M 0.01%
17,512
+1,115
896
$4.33M 0.01%
61,538
-3,218
897
$4.33M 0.01%
30,003
+6,530
898
$4.32M 0.01%
38,871
+440
899
$4.32M 0.01%
215,385
+23,882
900
$4.32M 0.01%
42,277
+1,458
34 35
36
37 38