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
1076
$2.89M 0.01%
16,238
+162
1077
$2.88M 0.01%
180,259
-13,030
1078
$2.88M 0.01%
122,108
+17,333
1079
$2.87M 0.01%
34,810
+1,308
1080
$2.87M 0.01%
43,086
+322
1081
$2.87M 0.01%
15,179
+2,530
1082
$2.86M 0.01%
56,922
+14,959
1083
$2.86M 0.01%
22,724
+181
1084
$2.86M 0.01%
41,309
+2,919
1085
$2.86M 0.01%
223,644
+2,532
1086
$2.84M 0.01%
43,802
-121,994
1087
$2.84M 0.01%
232,307
+31,749
1088
$2.82M 0.01%
85,473
-5,462
1089
$2.82M 0.01%
30,183
-937
1090
$2.81M 0.01%
11,412
-241
1091
$2.81M 0.01%
20,302
+6,046
1092
$2.8M 0.01%
165,000
+15,000
1093
$2.79M 0.01%
68,870
+688
1094
$2.79M 0.01%
30,675
-176
1095
$2.78M 0.01%
60,385
+3,317
1096
$2.77M 0.01%
8,514
+2,322
1097
$2.77M 0.01%
53,259
+1,094
1098
$2.77M 0.01%
17,432
+2,356
1099
$2.76M 0.01%
17,913
-2,172
1100
$2.76M 0.01%
37,140
+1,312
42 43
44
45 46