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
901
$4.31M 0.01%
18,856
-1,998
902
$4.3M 0.01%
117,085
+1,611
903
$4.28M 0.01%
109,416
-9,513
904
$4.28M 0.01%
72,048
-15,514
905
$4.24M 0.01%
157,793
+50,164
906
$4.23M 0.01%
39,283
-7,178
907
$4.21M 0.01%
38,412
-795
908
$4.21M 0.01%
60,558
-8,083
909
$4.21M 0.01%
236,042
+58,358
910
$4.2M 0.01%
35,654
+28,550
911
$4.18M 0.01%
46,257
+381
912
$4.17M 0.01%
89,224
+6,255
913
$4.11M 0.01%
172,289
+45,571
914
$4.1M 0.01%
76,227
-5,855
915
$4.08M 0.01%
101,250
+5,825
916
$4.05M 0.01%
43,239
+5,969
917
$4.05M 0.01%
268,958
+1,783
918
$4.05M 0.01%
154,031
+58,974
919
$4.05M 0.01%
213,934
+13,014
920
$4.03M 0.01%
35,899
-3
921
$4.01M 0.01%
155,968
-15,729
922
$4M 0.01%
74,870
+10,705
923
$3.99M 0.01%
112,615
+30,000
924
$3.99M 0.01%
134,646
-22,413
925
$3.99M 0.01%
89,103
+842
35 36
37
38 39