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
1201
$2.24M 0.01%
258,309
-44,406
1202
$2.23M 0.01%
405,065
+228,348
1203
$2.23M 0.01%
66,440
+1,551
1204
$2.23M 0.01%
84,355
+1,016
1205
$2.22M 0.01%
+115,000
1206
$2.22M 0.01%
162,285
-23,555
1207
$2.22M 0.01%
+98,223
1208
$2.21M 0.01%
131,710
+57,500
1209
$2.21M 0.01%
40,722
+3,103
1210
$2.21M 0.01%
97,798
-1,662
1211
$2.2M 0.01%
238,772
+538
1212
$2.19M 0.01%
62,121
+3,352
1213
$2.19M 0.01%
74,230
+4,322
1214
$2.19M 0.01%
150,049
-2,512
1215
$2.19M 0.01%
127,240
+539
1216
$2.19M 0.01%
+128,743
1217
$2.18M 0.01%
42,828
+5,056
1218
$2.18M 0.01%
228,278
+10,022
1219
$2.18M 0.01%
44,888
+3,192
1220
$2.17M 0.01%
40,996
+1,924
1221
$2.17M 0.01%
122,468
1222
$2.15M 0.01%
56,625
-38,669
1223
$2.15M 0.01%
55,501
+3,475
1224
$2.15M 0.01%
165,000
1225
$2.15M 0.01%
148,140
-13,566
47 48
49
50 51