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
1026
$3.21M 0.01%
21,763
+10,500
1027
$3.2M 0.01%
214,988
+91,334
1028
$3.19M 0.01%
43,336
+3,915
1029
$3.19M 0.01%
45,459
+13,096
1030
$3.18M 0.01%
43,470
-56
1031
$3.18M 0.01%
162,010
-60
1032
$3.17M 0.01%
129,461
+9,150
1033
$3.15M 0.01%
32,195
+28,578
1034
$3.15M 0.01%
178,410
-84,030
1035
$3.14M 0.01%
4,800
+7
1036
$3.14M 0.01%
25,600
+902
1037
$3.14M 0.01%
59,654
-303
1038
$3.12M 0.01%
37,839
-344,544
1039
$3.11M 0.01%
18,992
-1,258
1040
$3.11M 0.01%
143,535
1041
$3.11M 0.01%
71,539
-139,973
1042
$3.1M 0.01%
17,712
+953
1043
$3.09M 0.01%
18,029
-1,943
1044
$3.09M 0.01%
50,147
+4,390
1045
$3.09M 0.01%
36,622
+11,439
1046
$3.08M 0.01%
108,980
-395
1047
$3.07M 0.01%
67,714
+914
1048
$3.06M 0.01%
81,296
+3,310
1049
$3.04M 0.01%
+22,619
1050
$3.04M 0.01%
222,212
-1,975
40 41
42
43 44