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
1151
$2.45M 0.01%
83,868
+234
1152
$2.44M 0.01%
24,395
-7,958
1153
$2.44M 0.01%
55,234
-164
1154
$2.44M 0.01%
8,802
-1,369
1155
$2.44M 0.01%
65,108
+26,205
1156
$2.44M 0.01%
38,433
+11,571
1157
$2.44M 0.01%
67,777
+1,431
1158
$2.44M 0.01%
89,312
+1,356
1159
$2.42M 0.01%
21,341
+907
1160
$2.41M 0.01%
168,393
-2,097
1161
$2.41M 0.01%
77,253
-7,977
1162
$2.4M 0.01%
43,823
-44,209
1163
$2.4M 0.01%
37,291
+421
1164
$2.4M 0.01%
38,154
-1,267
1165
$2.38M 0.01%
21,714
+2,526
1166
$2.38M 0.01%
39,888
+3,950
1167
$2.37M 0.01%
170,102
+8,408
1168
$2.35M 0.01%
78,365
+1,916
1169
$2.34M 0.01%
+81,955
1170
$2.33M 0.01%
86,478
+3,900
1171
$2.33M 0.01%
135,338
+86,989
1172
$2.33M 0.01%
34,368
-2,931
1173
$2.32M 0.01%
78,785
-7,706
1174
$2.32M 0.01%
123,947
+4,723
1175
$2.31M 0.01%
33,647
+8,544
45 46
47
48 49