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
1226
$2.14M 0.01%
125,423
-9,827
1227
$2.13M 0.01%
64,950
+6,831
1228
$2.13M 0.01%
389,158
-2,538
1229
$2.13M 0.01%
9,308
+98
1230
$2.13M 0.01%
27,394
-6,642
1231
$2.13M 0.01%
+124,754
1232
$2.12M 0.01%
26,410
-922
1233
$2.11M 0.01%
60,101
-5,543
1234
$2.11M 0.01%
16,062
+592
1235
$2.11M 0.01%
57,944
-110
1236
$2.1M 0.01%
90,017
-3,293
1237
$2.1M 0.01%
165,105
-4,590
1238
$2.1M 0.01%
19,699
+143
1239
$2.1M 0.01%
54,150
-3,379
1240
$2.09M 0.01%
18,310
+15,864
1241
$2.09M 0.01%
49,361
-144,806
1242
$2.08M 0.01%
31,082
+14,106
1243
$2.08M 0.01%
18,409
+1,279
1244
$2.08M 0.01%
56,923
+1,392
1245
$2.08M 0.01%
209,829
+703
1246
$2.07M 0.01%
56,496
+12,375
1247
$2.07M 0.01%
4,616
+2,603
1248
$2.07M 0.01%
143,122
+8,883
1249
$2.07M 0.01%
243,480
-11,998
1250
$2.07M 0.01%
52,446
+1,828
48 49
50
51 52