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
926
$3.98M 0.01%
364,769
-2,465
927
$3.98M 0.01%
31,512
+5,948
928
$3.98M 0.01%
84,409
-115,407
929
$3.98M 0.01%
125,696
+3,355
930
$3.97M 0.01%
173,896
+563
931
$3.97M 0.01%
24,364
-458
932
$3.95M 0.01%
116,416
+6,741
933
$3.93M 0.01%
130,857
+93,794
934
$3.92M 0.01%
66,816
+1,913
935
$3.92M 0.01%
259,640
-32,830
936
$3.91M 0.01%
157,606
+8,504
937
$3.9M 0.01%
3,019
-171
938
$3.9M 0.01%
352,204
-11,184
939
$3.89M 0.01%
181,490
+35,132
940
$3.89M 0.01%
40,284
+4,666
941
$3.88M 0.01%
54,183
-2,679
942
$3.86M 0.01%
44,808
+36,918
943
$3.85M 0.01%
55,026
+7,938
944
$3.83M 0.01%
207,720
-1,122
945
$3.83M 0.01%
111,685
+9,829
946
$3.82M 0.01%
284,589
+13,762
947
$3.8M 0.01%
105,084
+2,051
948
$3.8M 0.01%
111,526
-9,344
949
$3.78M 0.01%
110,430
-11,446
950
$3.78M 0.01%
+77,529
36 37
38
39 40