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
976
$3.62M 0.01%
87,539
+7,041
977
$3.62M 0.01%
413,100
-32,100
978
$3.62M 0.01%
142,618
+80,409
979
$3.61M 0.01%
115,866
-415,392
980
$3.58M 0.01%
22,174
+1,567
981
$3.58M 0.01%
55,598
-55,919
982
$3.57M 0.01%
26,724
+2,724
983
$3.56M 0.01%
323,598
-5,540
984
$3.55M 0.01%
207,006
+1,869
985
$3.54M 0.01%
65,701
+10,189
986
$3.53M 0.01%
101,548
+2,553
987
$3.53M 0.01%
69,122
+42,799
988
$3.51M 0.01%
815,430
-18,351
989
$3.5M 0.01%
52,899
-293
990
$3.49M 0.01%
81,070
-7,563
991
$3.47M 0.01%
37,534
+3,100
992
$3.46M 0.01%
473,718
+22,678
993
$3.46M 0.01%
102,000
994
$3.45M 0.01%
164,655
+2,397
995
$3.45M 0.01%
15,519
-22
996
$3.45M 0.01%
19,042
+290
997
$3.45M 0.01%
146,746
-25,741
998
$3.44M 0.01%
32,068
+4,067
999
$3.43M 0.01%
45,101
-3,904
1000
$3.43M 0.01%
32,617
+742
38 39
40
41 42