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
1051
$3.04M 0.01%
108,854
+19,338
1052
$3.03M 0.01%
74,655
+8,703
1053
$3.03M 0.01%
153,907
+4,566
1054
$3.02M 0.01%
+54,816
1055
$3.02M 0.01%
7,436
+765
1056
$3.02M 0.01%
61,084
+4,143
1057
$3.02M 0.01%
174,706
-29,864
1058
$3.01M 0.01%
111,616
+86,899
1059
$3M 0.01%
60,433
+8,054
1060
$3M 0.01%
76,802
+2,697
1061
$2.99M 0.01%
16,550
+3,903
1062
$2.99M 0.01%
9,701
+38
1063
$2.94M 0.01%
50,019
+6,197
1064
$2.93M 0.01%
118,263
+71,941
1065
$2.92M 0.01%
88,030
+1,109
1066
$2.92M 0.01%
113,613
+101,629
1067
$2.92M 0.01%
17,982
+8,500
1068
$2.91M 0.01%
92,953
+94
1069
$2.91M 0.01%
77,335
-1,874
1070
$2.9M 0.01%
126,203
+35,723
1071
$2.9M 0.01%
96,701
+27,250
1072
$2.9M 0.01%
8,605
+3,308
1073
$2.9M 0.01%
74,598
-24,242
1074
$2.9M 0.01%
95,959
+29,006
1075
$2.89M 0.01%
52,816
+1,387
41 42
43
44 45