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
1001
$3.43M 0.01%
295,990
+332
1002
$3.43M 0.01%
52,049
-31,768
1003
$3.42M 0.01%
30,745
+1,935
1004
$3.41M 0.01%
122,485
+5,088
1005
$3.39M 0.01%
60,483
-5,284
1006
$3.38M 0.01%
49,805
-15,772
1007
$3.38M 0.01%
84,266
+9,084
1008
$3.38M 0.01%
+96,986
1009
$3.37M 0.01%
99,073
+14,620
1010
$3.37M 0.01%
54,887
-49,387
1011
$3.35M 0.01%
328,981
+40,343
1012
$3.34M 0.01%
138,769
+123,548
1013
$3.33M 0.01%
36,350
+5,383
1014
$3.31M 0.01%
58,296
+25,496
1015
$3.3M 0.01%
23,550
+9,767
1016
$3.29M 0.01%
120,641
+38,797
1017
$3.29M 0.01%
38,428
+24,561
1018
$3.27M 0.01%
13,254
+85
1019
$3.26M 0.01%
73,102
+40,038
1020
$3.25M 0.01%
168,355
+1,672
1021
$3.23M 0.01%
58,503
+9,956
1022
$3.22M 0.01%
281,595
+1,841
1023
$3.22M 0.01%
189,720
+71,056
1024
$3.21M 0.01%
20,062
-93
1025
$3.21M 0.01%
509,985
+1,221
39 40
41
42 43