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
951
$3.78M 0.01%
205,210
-403,182
952
$3.77M 0.01%
37,972
+5,547
953
$3.77M 0.01%
149,942
+5,064
954
$3.77M 0.01%
47,793
+6,554
955
$3.76M 0.01%
46,157
+33,214
956
$3.75M 0.01%
77,198
+2,790
957
$3.74M 0.01%
84,824
-58
958
$3.74M 0.01%
60,774
+5,898
959
$3.74M 0.01%
43,092
-1,356
960
$3.73M 0.01%
127,375
+28,923
961
$3.73M 0.01%
57,719
+38,595
962
$3.73M 0.01%
81,305
-45
963
$3.72M 0.01%
52,438
+206
964
$3.71M 0.01%
238,605
+20,919
965
$3.7M 0.01%
73,702
+21,200
966
$3.7M 0.01%
42,672
-16,979
967
$3.7M 0.01%
81,598
-7,059
968
$3.69M 0.01%
49,771
+47,507
969
$3.68M 0.01%
279,540
+14,883
970
$3.68M 0.01%
15,061
+2,443
971
$3.66M 0.01%
111,315
-10,572
972
$3.65M 0.01%
113,079
+85,644
973
$3.65M 0.01%
69,196
+30,171
974
$3.64M 0.01%
133,711
+15,818
975
$3.62M 0.01%
18,214
+8,881
37 38
39
40 41