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
1176
$2.31M 0.01%
54,944
+3,998
1177
$2.31M 0.01%
47,159
+4,408
1178
$2.31M 0.01%
104,943
+5,763
1179
$2.31M 0.01%
60,035
+2,071
1180
$2.3M 0.01%
25,046
-532
1181
$2.3M 0.01%
106,825
+79,250
1182
$2.3M 0.01%
29,174
+13,268
1183
$2.29M 0.01%
113,413
-10,833
1184
$2.29M 0.01%
76,025
+50,368
1185
$2.29M 0.01%
196,814
-10,597
1186
$2.29M 0.01%
44,806
+763
1187
$2.29M 0.01%
145,479
-25,906
1188
$2.28M 0.01%
77,634
+5,643
1189
$2.27M 0.01%
39,626
+14,354
1190
$2.27M 0.01%
256,940
+5,824
1191
$2.27M 0.01%
109,567
+690
1192
$2.26M 0.01%
76,130
+2,243
1193
$2.26M 0.01%
135,955
+17,746
1194
$2.25M 0.01%
115,519
+3,261
1195
$2.25M 0.01%
114,255
-10
1196
$2.25M 0.01%
59,983
-742
1197
$2.25M 0.01%
58,391
-14,956
1198
$2.25M 0.01%
64,404
-5,915
1199
$2.25M 0.01%
100,625
+2,835
1200
$2.25M 0.01%
80,831
+19,864
46 47
48
49 50