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
1101
$2.76M 0.01%
30,945
-13,084
1102
$2.76M 0.01%
29,247
+3,972
1103
$2.73M 0.01%
27,752
+8,150
1104
$2.73M 0.01%
64,366
-71,283
1105
$2.72M 0.01%
93,564
+5,304
1106
$2.71M 0.01%
48,156
+2,685
1107
$2.7M 0.01%
146,155
+10,305
1108
$2.69M 0.01%
236,500
+52,669
1109
$2.69M 0.01%
2,876
+5
1110
$2.68M 0.01%
61,894
-1,732
1111
$2.68M 0.01%
58,045
-6
1112
$2.68M 0.01%
559,150
-67,588
1113
$2.68M 0.01%
160,565
+159,367
1114
$2.67M 0.01%
184,901
+68,878
1115
$2.67M 0.01%
379,203
+165,398
1116
$2.67M 0.01%
46,367
+732
1117
$2.66M 0.01%
51,011
+1,475
1118
$2.66M 0.01%
18,220
+438
1119
$2.65M 0.01%
268,062
+169,182
1120
$2.64M 0.01%
73,218
-1,794
1121
$2.63M 0.01%
55,096
+1,880
1122
$2.63M 0.01%
142,756
+23,418
1123
$2.63M 0.01%
70,901
+2,305
1124
$2.63M 0.01%
425,252
+123,630
1125
$2.62M 0.01%
26,031
-10
43 44
45
46 47