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
1126
$2.61M 0.01%
44,764
+32,061
1127
$2.6M 0.01%
38,054
-10,605
1128
$2.59M 0.01%
17,539
+7,250
1129
$2.58M 0.01%
386,370
-3,900
1130
$2.57M 0.01%
42,571
-23,370
1131
$2.56M 0.01%
18,429
-1,536
1132
$2.56M 0.01%
20,791
+5,909
1133
$2.56M 0.01%
92,462
+10,828
1134
$2.55M 0.01%
56,647
+2,233
1135
$2.55M 0.01%
31,278
+2,492
1136
$2.55M 0.01%
+88,179
1137
$2.55M 0.01%
163,000
-60
1138
$2.54M 0.01%
154,242
+2,565
1139
$2.53M 0.01%
46,075
-2,503
1140
$2.53M 0.01%
40,653
+6,628
1141
$2.52M 0.01%
72,388
-452
1142
$2.52M 0.01%
37,311
+246
1143
$2.52M 0.01%
65,203
+59,464
1144
$2.5M 0.01%
54,393
+43,451
1145
$2.49M 0.01%
39,351
+5,650
1146
$2.49M 0.01%
46,029
+7,432
1147
$2.48M 0.01%
28,727
-1,267
1148
$2.48M 0.01%
63,808
+8,783
1149
$2.46M 0.01%
155,917
-3,735
1150
$2.45M 0.01%
46,533
-347
44 45
46
47 48