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
101
$81.8M 0.23%
945,194
+18,569
102
$81.7M 0.23%
1,539,132
-325,814
103
$81.6M 0.23%
709,529
-30,571
104
$81.3M 0.23%
505,362
+7,250
105
$80.8M 0.23%
2,282,468
+146,396
106
$80.7M 0.23%
757,848
+39,986
107
$80.4M 0.23%
923,780
+107,817
108
$80.4M 0.23%
2,001,090
+44,225
109
$80.4M 0.23%
562,917
+50,693
110
$79.5M 0.23%
993,743
+5,276
111
$78.5M 0.23%
326,436
+2,427
112
$77.8M 0.22%
737,929
-39,521
113
$77.5M 0.22%
2,267,439
+27,253
114
$76.3M 0.22%
1,886,720
+1,469,236
115
$76.3M 0.22%
1,341,852
+38,355
116
$76M 0.22%
1,767,297
-965,768
117
$75.7M 0.22%
1,531,160
-19,756
118
$75.3M 0.22%
816,095
+20,364
119
$74.9M 0.21%
1,028,917
+3,880
120
$74.8M 0.21%
667,082
+199
121
$73.3M 0.21%
1,002,184
-42,924
122
$73M 0.21%
2,226,789
+3,913
123
$71.7M 0.21%
671,532
+53,656
124
$71.2M 0.2%
434,126
+49,170
125
$71.1M 0.2%
412,664
+39,408
3 4
5
6 7