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
76
$105M 0.3%
1,351,655
-363,960
77
$104M 0.3%
1,424,028
+57,764
78
$103M 0.29%
297,556
+27,153
79
$102M 0.29%
448,446
+36,606
80
$101M 0.29%
1,149,177
-24,403
81
$98.3M 0.28%
209,620
+17,284
82
$97.9M 0.28%
1,439,198
+31,820
83
$97.5M 0.28%
1,263,129
+176,659
84
$97.5M 0.28%
862,835
+69,227
85
$97.3M 0.28%
1,149,000
+261,658
86
$96.6M 0.28%
1,098,400
-13,011
87
$94.3M 0.27%
1,819,592
-17,260
88
$94M 0.27%
1,201,989
+322,377
89
$93.5M 0.27%
619,576
-12,140
90
$91.1M 0.26%
1,157,627
-82,116
91
$89.2M 0.26%
1,465,466
+86,311
92
$89.2M 0.26%
1,022,924
+52,606
93
$88.4M 0.25%
1,323,862
-61,053
94
$87.3M 0.25%
3,548,870
+65,680
95
$86.3M 0.25%
1,635,248
+7,669
96
$85.8M 0.25%
1,970,751
+151,577
97
$85.6M 0.25%
888,408
+13,412
98
$85.3M 0.24%
3,135,389
+793,861
99
$85M 0.24%
1,825,964
+5,219
100
$84.7M 0.24%
240,258
+18,603
2 3
4
5 6